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.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES11+ years Filed as: RAYMOND JAMES FIN SERV ADVISOR Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $162,222 |
NATIONWIDE11+ years Service code 15 ONE NATIONWDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $122,299 |
NEXUS ADMINISTRATORS, INC.6 years Service code 13 · EIN 77-0586222 735 WEST ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $9,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,615 | $50,982-8.6% | $154,803-69.9% | $85,563-45.5% |
| Participation rate | 92.8% | 59.8%+33.0pp | 78.1%+14.7pp | 66.0%+26.8pp |
| Annual return | 17.11% | 30.35%-13.2pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,787 | $1,708+63.2% | $4,305-35.3% | $2,654+5.0% |
| Participant deferral / active EE | $2,405 | $2,474-2.8% | $5,540-56.6% | $4,375-45.0% |
| Admin fee / account holder | $254 | $846-70.0% | $14,329-98.2% | $834-69.6% |