Filed June 5, 2014 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $239,216 |
MERCER2 years Filed as: MERCER (US) INC Service code 27 · EIN 30-0282430 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $56,277 |
CITRIN COOPERMAN7 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $24,100 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,188 | $100,272+71.7% | $170,055+1.3% | $74,478+131.2% |
| Participation rate | 98.5% | 87.4%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 14.01% | 66.12%-52.1pp | 53.43%-39.4pp | 34.37%-20.4pp |
| Employer contribution / active EE | $5,829 | $4,266+36.7% | $6,790-14.2% | $2,637+121.1% |
| Participant deferral / active EE | $9,930 | $7,147+38.9% | $10,410-4.6% | $4,530+119.2% |
| Admin fee / account holder | $222 | $235-5.4% | $12,828-98.3% | $347-36.0% |