Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $86,845 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $56,636 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $855 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 94-3233452 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-3101341 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-3025603 | Indirect Investment Fees | $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 | $239,278 | $102,514+133.4% | $97,995+144.2% | $62,293+284.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 14.60% | 32.43%-17.8pp | 23.94%-9.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $8,026 | $3,689+117.6% | $4,158+93.0% | $2,042+293.0% |
| Participant deferral / active EE | $5,467 | $5,308+3.0% | $5,097+7.3% | $3,169+72.5% |
| Admin fee / account holder | $5 | $378-98.7% | $5,943-99.9% | $479-99.0% |