Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $41,816 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,939 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,619 | $155,795-47.0% | $136,298-39.4% | $69,631+18.7% |
| Participation rate | 97.0% | 75.2%+21.7pp | 81.9%+15.0pp | 70.7%+26.3pp |
| Annual return | 18.03% | 232464.33%-232446.3pp | 5156.27%-5138.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $6,222 | $2,991+108.0% | $4,696+32.5% | $2,032+206.2% |
| Participant deferral / active EE | $6,406 | $5,394+18.8% | $6,247+2.5% | $3,224+98.7% |
| Admin fee / account holder | $89 | $128-30.3% | $9,244-99.0% | $110-19.0% |