Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $35,247 |
Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $26,421 |
Annual investment return 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 | $15,407 | $46,173-66.6% | $170,435-91.0% | $69,631-77.9% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 12.35% | 21.62%-9.3pp | 205.94%-193.6pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $986 | $1,610-38.8% | $5,432-81.9% | $2,032-51.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $87 | $116-24.7% | $13,881-99.4% | $110-20.9% |