Filed November 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET, SUITE A · PANAMA CITY, FL 32405 | Consulting | $40,000 |
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,108 |
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 5005 LYNDON B JOHNSON FWY 1200 · DALLAS, TX 75244 | Accounting | $16,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,227 | $88,890-6.4% | $102,423-18.7% | $77,643+7.2% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.5%+16.4pp | 70.6%+22.3pp |
| Annual return | 11.30% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,611 | $2,698-40.3% | $3,023-46.7% | $2,726-40.9% |
| Participant deferral / active EE | $4,739 | $5,145-7.9% | $5,053-6.2% | $4,647+2.0% |
| Admin fee / account holder | $234 | $235-0.6% | $9,451-97.5% | $430-45.7% |