Filed July 23, 2014
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 |
|---|---|---|
THE DAVID J. YVARS GROUP7 years Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $45,311 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $16,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,833 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,270 | $50,919-5.2% | $155,556-69.0% | $77,762-37.9% |
| Participation rate | 75.0% | 63.1%+11.9pp | 78.2%-3.2pp | 70.6%+4.4pp |
| Annual return | 12.74% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $2,215 | $1,991+11.2% | $4,675-52.6% | $2,728-18.8% |
| Participant deferral / active EE | $1,993 | $2,824-29.4% | $5,631-64.6% | $4,651-57.2% |
| Admin fee / account holder | $237 | $437-45.7% | $15,885-98.5% | $433-45.2% |