Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $16,240 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,092 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,825 | $122,239-48.6% | $184,203-65.9% | $74,495-15.7% |
| Participation rate | 95.9% | 85.5%+10.4pp | 86.8%+9.1pp | 67.2%+28.7pp |
| Annual return | 14.35% | 19.95%-5.6pp | 28.81%-14.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,046 | $4,537-32.9% | $6,427-52.6% | $2,623+16.1% |
| Participant deferral / active EE | $5,717 | $7,139-19.9% | $9,131-37.4% | $4,346+31.6% |
| Admin fee / account holder | $85 | $1,260-93.2% | $13,901-99.4% | $1,942-95.6% |