Filed October 11, 2006
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 & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,730 |
FLEXPATH STRATEGIES, LLC4 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $19,413 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,044 | $64,705+167.4% | $62,929+175.0% | $67,986+154.5% |
| Participation rate | 94.7% | 65.6%+29.1pp | 73.1%+21.6pp | 57.2%+37.5pp |
| Annual return | 12.85% | 20.31%-7.5pp | 1063.93%-1051.1pp | 31.67%-18.8pp |
| Employer contribution / active EE | $8,950 | $2,376+276.7% | $2,505+257.4% | $2,019+343.4% |
| Participant deferral / active EE | $6,990 | $3,198+118.6% | $3,888+79.8% | $3,358+108.2% |
| Admin fee / account holder | $178 | $1,428-87.5% | $5,065-96.5% | $3,203-94.4% |