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) | $56,205 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $35,133 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $3,043 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $28 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,530 | $99,016+105.6% | $93,789+117.0% | $66,914+204.2% |
| Participation rate | 97.4% | 82.1%+15.3pp | 81.0%+16.5pp | 69.8%+27.6pp |
| Annual return | -14.48% | -14.59%+0.1pp | -11.33%-3.1pp | 1.58%-16.1pp |
| Employer contribution / active EE | $10,824 | $4,769+127.0% | $4,323+150.4% | $2,544+325.4% |
| Participant deferral / active EE | $6,475 | $6,689-3.2% | $6,094+6.2% | $4,237+52.8% |
| Admin fee / account holder | $20 | $477-95.8% | $7,195-99.7% | $593-96.6% |