Filed October 18, 2004
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) | $50,213 |
QUALIFIED PLANS, LLC1 year Service code 13 · EIN 58-2605083 | Contract Administrator | $32,090 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,877 |
AB FUNDS1 year Service code 52 · EIN 13-2754393 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
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 | $143,202 | $92,897+54.2% | $90,782+57.7% | $56,289+154.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -4.45% | -2.59%-1.9pp | -3.42%-1.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $8,503 | $3,871+119.6% | $4,105+107.1% | $2,111+302.8% |
| Participant deferral / active EE | $4,685 | $5,551-15.6% | $5,366-12.7% | $3,350+39.9% |
| Admin fee / account holder | $15 | $440-96.6% | $5,908-99.7% | $521-97.2% |