Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 13 · EIN 62-0951563 | Contract Administrator | $29,256 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 16 13J CARILLON PARKWAY ST · ST PETERSBURG, FL 337161294 | Consulting | $21,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,515 | $70,002-37.8% | $115,037-62.2% | $52,331-16.8% |
| Participation rate | 63.1% | 72.1%-9.0pp | 81.4%-18.3pp | 68.1%-5.0pp |
| Annual return | -1.96% | 4.04%-6.0pp | 26.14%-28.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,099 | $2,715-59.5% | $4,608-76.1% | $1,882-41.6% |
| Participant deferral / active EE | $4,532 | $4,920-7.9% | $6,026-24.8% | $3,022+50.0% |
| Admin fee / account holder | $4 | $566-99.3% | $8,175-99.9% | $592-99.3% |