Filed March 1, 2019 (most recent of 3 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $101,878 |
KAPTEIN DYKSTRA & COMPANY PC2+ years Filed as: KAPTEIN, DYKSTRA & COMPANY P.C. Service code 10 PO BOX 934 · GRANDVILLE, MI 494680934 | Accounting | $10,800 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,983 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 64 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping Fees | $300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,185 | $63,905+84.9% | $74,184+59.3% | $57,658+105.0% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 7.13% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,658 | $1,840+44.4% | $2,370+12.1% | $1,974+34.6% |
| Participant deferral / active EE | $2,947 | $3,448-14.5% | $3,550-17.0% | $3,061-3.7% |
| Admin fee / account holder | $200 | $91+119.2% | $5,586-96.4% | $95+111.2% |