Filed January 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,740 |
Filed as: EMPOWER LIFE & ANNUITY INS. CO. NY Service code 64 | Recordkeeping Fees | $1,330 |
Annual investment return 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 | $112,490 | $48,432+132.3% | $121,204-7.2% | $71,511+57.3% |
| Participation rate | 80.0% | 54.3%+25.7pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | 13.28% | 23.28%-10.0pp | 987.18%-973.9pp | 28.86%-15.6pp |
| Employer contribution / active EE | $3,961 | $1,493+165.3% | $4,170-5.0% | $2,589+53.0% |
| Participant deferral / active EE | $5,508 | $2,756+99.9% | $4,083+34.9% | $4,291+28.4% |
| Admin fee / account holder | $3 | $1,845-99.8% | $5,651-99.9% | $1,588-99.8% |