Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $50,354 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP Service code 27 | Advisory (Plan) | $44,828 |
Service code 10 · EIN 58-1094351 | Accounting | $6,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $960 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $313 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 27 · EIN 59-1199408 | Advisory (Plan) | $0 |
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 | $207,247 | $91,051+127.6% | $88,497+134.2% | $55,167+275.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.0%+31.0pp |
| Annual return | 5.73% | 9.63%-3.9pp | 7.63%-1.9pp | 169.23%-163.5pp |
| Employer contribution / active EE | $7,506 | $3,430+118.8% | $4,036+85.9% | $1,963+282.4% |
| Participant deferral / active EE | $5,028 | $4,954+1.5% | $4,899+2.6% | $3,054+64.6% |
| Admin fee / account holder | $43 | $539-91.9% | $6,220-99.3% | $504-91.4% |