Filed December 15, 1994
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) | $86,499 |
GREERWALKER LLP1 year Filed as: GREER WALKER, LLP Service code 10 227 WEST TRADE STREET, SUITE 1100 · CHARLOTTE, NC 28202 | Accounting | $27,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,950 |
SMITH LEONARD PLLC3 years Service code 99 4035 PREMIER DR STE 300 · HIGH POINT, NC 27265 | Other Fees | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,715 | $66,486+13.9% | $81,370-6.9% | $77,762-2.6% |
| Participation rate | 98.9% | 68.7%+30.2pp | 69.5%+29.4pp | 70.6%+28.3pp |
| Annual return | 11.70% | 15.95%-4.2pp | 24.85%-13.1pp | 31.27%-19.6pp |
| Employer contribution / active EE | $2,309 | $2,158+7.0% | $2,464-6.3% | $2,728-15.4% |
| Participant deferral / active EE | $4,109 | $3,677+11.8% | $3,885+5.8% | $4,651-11.7% |
| Admin fee / account holder | $217 | $586-62.9% | $5,749-96.2% | $433-49.8% |