Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $150,344 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $40,000 |
HAYASHI & WAYLAND1 year Filed as: HAYASHI & WAYLAND ACCOUNTING & CONS Service code 10 · EIN 20-1939256 | Accounting | $18,946 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $500 |
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 | $44,731 | $42,419+5.5% | $104,304-57.1% | $77,906-42.6% |
| Participation rate | 47.7% | 51.6%-3.8pp | 73.3%-25.5pp | 73.7%-25.9pp |
| Annual return | -12.04% | -11.16%-0.9pp | 24.63%-36.7pp | 12.16%-24.2pp |
| Employer contribution / active EE | $654 | $1,105-40.9% | $3,374-80.6% | $2,846-77.0% |
| Participant deferral / active EE | $1,107 | $1,992-44.4% | $4,626-76.1% | $4,805-77.0% |
| Admin fee / account holder | $117 | $117-0.2% | $7,340-98.4% | $133-11.7% |