Filed October 10, 2019
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 SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 55 880 CARILLON PKWY PO BOX 12749 · ST PETERSBERG, FL 33176 | Other Commissions | $17,594 |
PORTER & HUNT, LLP1 year Filed as: PORTER & HUNT , LLP Service code 10 · EIN 26-0526155 | Accounting | $6,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,778 | $36,916-43.7% | $156,551-86.7% | $57,658-64.0% |
| Participation rate | 97.1% | 63.4%+33.7pp | 84.0%+13.1pp | 70.2%+26.9pp |
| Annual return | 4.27% | 12.38%-8.1pp | 32.23%-28.0pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,247 | $1,571-20.6% | $5,501-77.3% | $1,974-36.8% |
| Participant deferral / active EE | $1,362 | $1,926-29.3% | $4,871-72.0% | $3,061-55.5% |
| Admin fee / account holder | $29 | $82-65.0% | $13,028-99.8% | $95-69.5% |