Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP Service code 53 | Insurance Commissions | $58,542 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $48,804 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,170 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
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 | $197,224 | $89,553+120.2% | $81,367+142.4% | $52,331+276.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | -0.29% | 4.41%-4.7pp | -0.92%+0.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $7,448 | $3,780+97.0% | $3,930+89.5% | $1,882+295.8% |
| Participant deferral / active EE | $4,847 | $5,359-9.6% | $5,383-10.0% | $3,022+60.4% |
| Admin fee / account holder | $7 | $1,914-99.6% | $8,926-99.9% | $592-98.8% |