Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,092 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-1455663 | Recordkeeping | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,274 | $56,095-19.3% | $178,510-74.6% | $90,274-49.8% |
| Participation rate | 93.9% | 65.6%+28.3pp | 81.9%+11.9pp | 73.4%+20.5pp |
| Annual return | 13.04% | 28.81%-15.8pp | 151.13%-138.1pp | 53.97%-40.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $23 | $101-76.9% | $13,988-99.8% | $114-79.6% |