Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,634 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,394 | $101,672-37.6% | $147,117-56.9% | $74,478-14.9% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.13% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $3,014 | $3,813-21.0% | $4,932-38.9% | $2,626+14.7% |
| Participant deferral / active EE | $7,455 | $7,305+2.1% | $8,065-7.6% | $4,350+71.4% |
| Admin fee / account holder | $202 | $1,753-88.5% | $12,993-98.4% | $1,946-89.6% |