Filed April 21, 2003
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 & ASSOC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,417 |
Filed as: GREAT WEST LIFE & ANN Service code 15 · EIN 84-0467907 | Recordkeeping | $24,386 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $2,240 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,038 | $102,661-62.0% | $151,628-74.3% | $66,930-41.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.88% | -10.81%-4.1pp | 3.34%-18.2pp | 1.57%-16.5pp |
| Employer contribution / active EE | $7,180 | $4,184+71.6% | $6,165+16.5% | $2,545+182.1% |
| Participant deferral / active EE | $7,373 | $6,645+11.0% | $8,363-11.8% | $4,238+74.0% |
| Admin fee / account holder | $229 | $630-63.7% | $11,613-98.0% | $593-61.4% |