Filed March 9, 2012 (most recent of 3 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 · EIN 59-1237041 9 GREEN WAY PLAZA, STE. 3112 · HOUSTON, TX 77046 | Insurance Broker | $67,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,661 | $73,981+145.6% | $105,754+71.8% | $62,881+188.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 9.49% | 17.60%-8.1pp | 12.25%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,856 | $2,856+140.0% | $4,079+68.1% | $2,281+200.6% |
| Participant deferral / active EE | $13,377 | $4,038+231.2% | $5,326+151.2% | $3,203+317.6% |
| Admin fee / account holder | $641 | $5,976-89.3% | $8,309-92.3% | $4,296-85.1% |