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) | $41,811 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $17,375 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 12.11% | 11.11%+1.0pp | 8.95%+3.2pp | 11.84%+0.3pp |
| Employer contribution / active EE | $4,348 | $19,861-78.1% | $46,559-90.7% | $17,339-74.9% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |