Filed March 19, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP ST STE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $45,285 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $18,302 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 12.31% | 8.17%+4.1pp | 9.17%+3.1pp | 7.65%+4.7pp |
| Employer contribution / active EE | $29,204 | $16,702+74.9% | $40,523-27.9% | $20,582+41.9% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |