Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $1,237,203 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FIN SERVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,289 |
FID INV INST OPS CO4+ 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 | $40,484 | $83,057-51.3% | $143,801-71.8% | $89,433-54.7% |
| Participation rate | 73.2% | 74.0%-0.8pp | 80.3%-7.1pp | 71.3%+2.0pp |
| Annual return | -13.69% | -13.97%+0.3pp | -0.04%-13.6pp | -11.88%-1.8pp |
| Employer contribution / active EE | $1,621 | $2,095-22.7% | $4,952-67.3% | $3,021-46.4% |
| Participant deferral / active EE | $2,689 | $4,281-37.2% | $5,639-52.3% | $5,125-47.5% |
| Admin fee / account holder | $54 | $83-34.6% | $14,680-99.6% | $79-31.7% |