Filed January 25, 2013 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL4 years Filed as: ADVISOR Service code 99 | Other Fees | $22,130 |
OTHER4 years Filed as: OTHER SERVICES Service code 49 | Other Services | $5,914 |
INVESTMENT ADVISORY-PLAN2 years Filed as: INVESTMENT ADVISORY (PLAN) Service code 27 | Advisory (Plan) | $1,788 |
BENEFITS ADMINISTRATORS, LLC4 years Filed as: ERAS, LLC Service code 49 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,807 | $89,225-27.4% | $133,698-51.5% | $74,478-13.0% |
| Participation rate | 72.1% | 69.4%+2.7pp | 76.4%-4.3pp | 67.2%+4.9pp |
| Annual return | 10.93% | 22.76%-11.8pp | 580.90%-570.0pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $4,724 | $2,816+67.8% | $4,218+12.0% | $2,626+79.9% |
| Participant deferral / active EE | $2,848 | $4,597-38.1% | $7,016-59.4% | $4,350-34.5% |
| Admin fee / account holder | $63 | $1,545-95.9% | $6,703-99.1% | $1,946-96.8% |