Filed January 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $964,655 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FIN SERVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $22,500 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,716 | $66,513-35.8% | $178,490-76.1% | $106,222-59.8% |
| Participation rate | 89.2% | 73.8%+15.5pp | 81.9%+7.3pp | 70.8%+18.4pp |
| Annual return | 18.26% | 21.81%-3.6pp | 151.07%-132.8pp | 21.69%-3.4pp |
| Employer contribution / active EE | $1,032 | $1,776-41.9% | $5,011-79.4% | $2,723-62.1% |
| Participant deferral / active EE | $3,020 | $3,679-17.9% | $5,202-41.9% | $4,600-34.3% |
| Admin fee / account holder | $50 | $53-5.6% | $13,984-99.6% | $78-35.6% |