Filed October 7, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,679 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,965 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,305 | $59,448-49.0% | $93,696-67.7% | $74,459-59.3% |
| Participation rate | 82.4% | 59.6%+22.8pp | 68.7%+13.7pp | 67.2%+15.2pp |
| Annual return | 13.40% | 82.11%-68.7pp | 133.74%-120.3pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $366 | $1,266-71.1% | $2,422-84.9% | $2,626-86.1% |
| Participant deferral / active EE | $2,944 | $3,052-3.5% | $4,417-33.3% | $4,350-32.3% |
| Admin fee / account holder | $160 | $3,027-94.7% | $8,287-98.1% | $1,945-91.8% |