Filed May 2, 2001 (most recent of 2 filings on file)
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 99 · EIN 59-2937883 | Other Fees | $118,000 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $52,257 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $32,533 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,333 | $89,093-8.7% | $102,434-20.6% | $77,736+4.6% |
| Participation rate | 95.4% | 80.9%+14.4pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 14.60% | 25.03%-10.4pp | 29.46%-14.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $2,541 | $2,699-5.9% | $3,023-15.9% | $2,728-6.8% |
| Participant deferral / active EE | $3,875 | $5,147-24.7% | $5,055-23.3% | $4,651-16.7% |
| Admin fee / account holder | $23 | $236-90.3% | $9,462-99.8% | $433-94.7% |