Filed March 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $13,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,189 |
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $553 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,673 | $44,425+38.8% | $67,834-9.1% | $55,167+11.8% |
| Participation rate | 85.7% | 59.7%+26.0pp | 68.8%+16.9pp | 69.0%+16.7pp |
| Annual return | 7.58% | 17.80%-10.2pp | 138.47%-130.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,112 | $2,166+43.7% | $3,160-1.5% | $3,054+1.9% |
| Admin fee / account holder | $202 | $530-61.8% | $4,622-95.6% | $504-59.8% |