Filed June 11, 2019
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 Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $22,408 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,847 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,188 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,418 | $74,089-53.5% | $133,975-74.3% | $55,167-37.6% |
| Participation rate | 92.3% | 84.3%+8.0pp | 87.1%+5.2pp | 69.0%+23.3pp |
| Annual return | 7.31% | 12.11%-4.8pp | 29.29%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,368 | $3,064-55.4% | $5,211-73.8% | $1,963-30.3% |
| Participant deferral / active EE | $1,837 | $4,678-60.7% | $6,282-70.8% | $3,054-39.9% |
| Admin fee / account holder | $124 | $458-73.0% | $9,324-98.7% | $504-75.5% |