Filed July 17, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $114,647 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $71,624 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 77-0586222 7647 N FRESNO ST, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $4,725 |
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 | $30,035 | $46,173-35.0% | $170,435-82.4% | $69,631-56.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.6pp | 70.7%+14.5pp |
| Annual return | 19.14% | 21.62%-2.5pp | 205.94%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,880 | $1,610+16.8% | $5,432-65.4% | $2,032-7.5% |
| Participant deferral / active EE | $1,573 | $2,080-24.4% | $4,939-68.1% | $3,224-51.2% |
| Admin fee / account holder | $354 | $116+205.6% | $13,881-97.4% | $110+220.9% |