Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 | Advisory (Plan) | $102,979 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $53,717 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $2,050 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS4 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6471663 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $284,766 | $118,971+139.4% | $112,977+152.1% | $73,497+287.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 13.27% | 17.79%-4.5pp | 24.24%-11.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $9,526 | $4,091+132.9% | $4,255+123.9% | $2,270+319.6% |
| Participant deferral / active EE | $5,952 | $6,133-2.9% | $5,836+2.0% | $3,740+59.2% |
| Admin fee / account holder | $11 | $573-98.1% | $6,294-99.8% | $513-97.9% |