Filed December 15, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1531281 | Advisory (Plan) | $81,922 |
SMITH LEONARD PLLC4 years Filed as: SMITH LEONARD, PLLC Service code 10 · EIN 20-5907591 | Accounting | $14,455 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,150 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,794 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,685 | $61,473-12.7% | $81,926-34.5% | $73,412-26.9% |
| Participation rate | 93.1% | 72.4%+20.7pp | 72.0%+21.1pp | 72.2%+20.9pp |
| Annual return | 12.52% | 28.26%-15.7pp | 29.49%-17.0pp | 59.30%-46.8pp |
| Employer contribution / active EE | $1,779 | $1,898-6.3% | $4,310-58.7% | $2,234-20.4% |
| Participant deferral / active EE | $3,138 | $3,080+1.9% | $7,108-55.9% | $3,806-17.5% |
| Admin fee / account holder | $118 | $125-6.2% | $5,159-97.7% | $158-25.5% |