Filed November 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $107,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,229 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,212 | $79,634+69.8% | $96,707+39.8% | $79,634+69.8% |
| Participation rate | 86.8% | 62.5%+24.3pp | 80.4%+6.4pp | 62.5%+24.3pp |
| Annual return | 20.26% | 36.46%-16.2pp | 34.78%-14.5pp | 36.46%-16.2pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $4,191-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,581 | $3,835+97.7% | $5,997+26.4% | $3,835+97.7% |
| Admin fee / account holder | $289 | $1,002-71.1% | $7,503-96.1% | $1,002-71.1% |