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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,500 |
Service code 27 615 FULTON ST · PORT CLINTON, OH 43452 | Advisory (Plan) | $9,647 |
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 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,441 | $50,919+46.2% | $155,556-52.1% | $77,762-4.3% |
| Participation rate | 62.6% | 63.1%-0.5pp | 78.2%-15.6pp | 70.6%-8.0pp |
| Annual return | 13.24% | 34.84%-21.6pp | 64.84%-51.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $396 | $1,991-80.1% | $4,675-91.5% | $2,728-85.5% |
| Participant deferral / active EE | $3,170 | $2,824+12.2% | $5,631-43.7% | $4,651-31.8% |
| Admin fee / account holder | $65 | $437-85.0% | $15,885-99.6% | $433-84.9% |