Filed September 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-3689044 | Advisory (Participants) | $49,924 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 15 · EIN 59-1199408 | Recordkeeping | $21,811 |
MY BENEFITS, LLC1+ years Service code 15 · EIN 45-2098380 5352 PEACHTREE RD · ATLANTA, GA 30341 | Recordkeeping | $18,053 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $7,128 |
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 | $13,325 | $39,859-66.6% | $78,676-83.1% | $57,658-76.9% |
| Participation rate | 97.9% | 66.1%+31.8pp | 73.6%+24.3pp | 70.2%+27.6pp |
| Annual return | 81.35% | 18.96%+62.4pp | 62.19%+19.2pp | 5.13%+76.2pp |
| Employer contribution / active EE | $2,218 | $1,786+24.2% | $2,850-22.2% | $1,974+12.4% |
| Participant deferral / active EE | $1,652 | $2,248-26.5% | $3,517-53.0% | $3,061-46.0% |
| Admin fee / account holder | $79 | $76+4.3% | $4,510-98.2% | $95-16.0% |