Filed April 28, 2006
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: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,500 |
Service code 27 615 FULTON ST · PORT CLINTON, OH 43452 | Advisory (Plan) | $4,055 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 99 1098 WOODWARD AVE · DETROIT, MI 48226 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,054 | $50,820-27.1% | $155,567-76.2% | $77,671-52.3% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | 10.47% | 34.85%-24.4pp | 64.74%-54.3pp | 31.21%-20.7pp |
| Employer contribution / active EE | $1,468 | $1,993-26.3% | $4,674-68.6% | $2,726-46.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $36 | $436-91.6% | $15,916-99.8% | $430-91.5% |