Filed January 24, 2010 (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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 65 MADISON AVE, SUITE 300 · MORRISTOWN, PA 07960 | Advisory (Plan) | $14,404 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,287 |
Service code 13 · EIN 86-2963468 P.O. BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $2,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,700 | $81,331-27.8% | $155,534-62.3% | $80,935-27.5% |
| Participation rate | 70.7% | 66.3%+4.4pp | 78.2%-7.5pp | 67.7%+3.0pp |
| Annual return | 14.48% | 33.37%-18.9pp | 64.92%-50.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,456 | $3,105-20.9% | $4,675-47.5% | $2,757-10.9% |
| Participant deferral / active EE | $8,138 | $3,454+135.6% | $5,630+44.5% | $4,299+89.3% |
| Admin fee / account holder | $29 | $7,999-99.6% | $15,900-99.8% | $6,924-99.6% |