Filed February 28, 2012
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,369 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,613 |
Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $13,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,956 |
STAMBAUGH NESS PC4 years Service code 10 2600 EASTER BLVD · YORK, PA 17402 | Accounting | $449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,458 | $130,194-19.0% | $169,993-38.0% | $71,457+47.6% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | 18.06% | 20.37%-2.3pp | 53.37%-35.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,481 | $4,381-20.6% | $6,785-48.7% | $2,588+34.5% |
| Participant deferral / active EE | $7,338 | $6,923+6.0% | $10,408-29.5% | $4,289+71.1% |
| Admin fee / account holder | $267 | $966-72.4% | $12,815-97.9% | $1,587-83.2% |