Filed January 19, 2006
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 & ASSOCIATES Service code 99 · EIN 59-2937883 P O BOX 23698 · ST. PETERSBURG, FL 33742 | Other Fees | $56,138 |
FLOWER & ASSOCIATES, INC.3 years Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $10,320 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,672 | $101,672+19.7% | $147,117-17.3% | $74,478+63.4% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 16.62% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $2,232 | $3,813-41.5% | $4,932-54.8% | $2,626-15.0% |
| Participant deferral / active EE | $4,292 | $7,305-41.2% | $8,065-46.8% | $4,350-1.3% |
| Admin fee / account holder | $134 | $1,753-92.4% | $12,993-99.0% | $1,946-93.1% |