Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $205,063 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,855 | $45,000-4.8% | $143,801-70.2% | $77,906-45.0% |
| Participation rate | 89.3% | 66.8%+22.4pp | 80.3%+8.9pp | 73.7%+15.6pp |
| Annual return | -13.09% | 29.03%-42.1pp | -0.04%-13.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $69 | $98-29.9% | $14,680-99.5% | $133-48.0% |