Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $1,093,253 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FIN SERVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,000 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,591 | $68,062-30.1% | $185,854-74.4% | $106,520-55.3% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.7%+8.2pp | 71.3%+18.6pp |
| Annual return | 16.46% | 18.20%-1.7pp | 122.12%-105.7pp | 19.28%-2.8pp |
| Employer contribution / active EE | $1,954 | $1,997-2.2% | $5,169-62.2% | $2,840-31.2% |
| Participant deferral / active EE | $3,236 | $3,990-18.9% | $5,569-41.9% | $4,948-34.6% |
| Admin fee / account holder | $51 | $53-3.2% | $16,246-99.7% | $75-31.5% |