Filed August 1, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO, OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $122,576 |
LILLING & COMPANY LLP1 year Filed as: LILLING & COMPANY LLC Service code 10 2 SEAVIEW BOULEVARD · PORT WASHINGTON, NY 11050 | Accounting | $35,320 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $21,023 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNY , P.A. Service code 29 · EIN 52-1839270 | Legal | $10,017 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,001 | $53,216-51.1% | $155,534-83.3% | $199,960-87.0% |
| Participation rate | 87.2% | 64.1%+23.1pp | 78.2%+9.0pp | 72.0%+15.2pp |
| Annual return | 12.86% | 41.18%-28.3pp | 64.92%-52.1pp | 34.28%-21.4pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $105 | $186-43.5% | $15,900-99.3% | $269-61.1% |