Filed March 5, 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 FSA 338 Service code 26 · EIN 59-2937883 | Advisory (Participants) | $17,558 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,389 | $50,919-75.7% | $155,556-92.0% | $77,762-84.1% |
| Participation rate | 67.8% | 63.1%+4.7pp | 78.2%-10.4pp | 70.6%-2.8pp |
| Annual return | 23.66% | 34.84%-11.2pp | 64.84%-41.2pp | 31.27%-7.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,377 | $2,824-51.3% | $5,631-75.5% | $4,651-70.4% |
| Admin fee / account holder | $137 | $437-68.7% | $15,885-99.1% | $433-68.4% |