Filed May 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $43,160 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $13,053 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $12,523 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,600 |
Service code 62 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $46 |
ALGER3+ years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3+ years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,740 | $103,685+68.5% | $105,387+65.8% | $65,185+168.1% |
| Participation rate | 95.0% | 83.2%+11.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 20.77% | 23.88%-3.1pp | 26.82%-6.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $10,067 | $3,842+162.1% | $4,213+138.9% | $2,177+362.5% |
| Participant deferral / active EE | $6,073 | $5,634+7.8% | $5,502+10.4% | $3,514+72.8% |
| Admin fee / account holder | $23 | $399-94.3% | $6,559-99.7% | $847-97.3% |