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) | $33,676 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $15,052 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.91% | 10.61%+3.3pp | 9.52%+4.4pp | 627.08%-613.2pp |
| Employer contribution / active EE | $9,434 | $21,392-55.9% | $41,951-77.5% | $18,824-49.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |