Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $727,804 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FIN SERVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER RETIREMENT Service code 37 · EIN 84-1455663 | Loan Processing | $8,556 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,543 | $58,202-33.8% | $172,757-77.7% | $89,609-57.0% |
| Participation rate | 89.3% | 72.8%+16.4pp | 82.6%+6.6pp | 69.6%+19.7pp |
| Annual return | 21.25% | 61.59%-40.3pp | 803.06%-781.8pp | 33.65%-12.4pp |
| Employer contribution / active EE | $1,730 | $1,759-1.6% | $5,144-66.4% | $2,584-33.1% |
| Participant deferral / active EE | $2,752 | $3,335-17.5% | $5,198-47.1% | $4,222-34.8% |
| Admin fee / account holder | $42 | $53-19.9% | $13,956-99.7% | $72-41.3% |