Filed August 3, 2006 (most recent of 7 filings on file)
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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 50 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Direct Payment | $63,576 |
Filed as: RAYMOND JAMES Service code 13 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Contract Administrator | $49,990 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $11,998 |
Filed as: GREAT WEST TRUST COMPANY, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,428 | $72,303+131.6% | $86,698+93.1% | $64,819+158.3% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | -15.35% | 392.77%-408.1pp | 35.95%-51.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $10,728 | $2,393+348.3% | $2,837+278.2% | $2,507+327.9% |
| Participant deferral / active EE | $15,396 | $4,660+230.4% | $4,656+230.7% | $4,311+257.1% |
| Admin fee / account holder | $246 | $174+41.6% | $7,493-96.7% | $188+31.2% |