Filed November 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $36,666 |
VSR FINANCIAL SERVICES INC2+ years Service code 55 8620 W 110TH ST #200 · OVERLAND PARK, KS 662109651 | Other Commissions | $33,796 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,983 | $122,709-28.3% | $88,497-0.6% | $57,658+52.6% |
| Participation rate | 85.2% | 89.9%-4.7pp | 82.4%+2.8pp | 70.2%+14.9pp |
| Annual return | 8.84% | 10.63%-1.8pp | 7.63%+1.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $4,531-100.0% | $4,036-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,753 | $6,704-14.2% | $4,899+17.4% | $3,061+88.0% |
| Admin fee / account holder | $15 | $93-84.2% | $6,220-99.8% | $95-84.5% |