Filed June 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINACIAL SERV ADVISOR Service code 99 | Other Fees | $58,297 |
Filed as: VOYA RETIRMENT ADISORS, LLC Service code 26 · EIN 02-0488491 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $4,074 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PLAN ACCESS, LTD3 years Service code 49 | Other Services | $0 |
Service code 99 · EIN 59-1199408 ADVISOR · SAINT PETERSBURG, FL 33716 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSRUANCE Service code 64 · EIN 71-0294708 AND ANNUITY CO · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,300 | $241,101-87.8% | $103,374-71.7% | $199,768-85.3% |
| Participation rate | 47.2% | 78.3%-31.1pp | 74.5%-27.3pp | 72.0%-24.8pp |
| Annual return | 13.74% | 17.80%-4.1pp | 24.89%-11.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $584 | $4,244-86.2% | $3,869-84.9% | $3,037-80.8% |
| Participant deferral / active EE | $1,838 | $3,958-53.6% | $5,058-63.7% | $5,090-63.9% |
| Admin fee / account holder | $207 | $288-27.9% | $8,394-97.5% | $269-22.9% |