Filed June 8, 2009 (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: FIRST GREAT WEST LIFE ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,741 |
INVEST FINANCIAL CORPORATION2+ years Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $34,147 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 13 | Contract Administrator | $5,000 |
Service code 51 · EIN 16-0619109 | Investment Mgmt Fees | $4,202 |
ONEIDA SAVINGS BANK2+ years Service code 13 5232 WITZ DR · NORTH SYRACUSE, NY 13212 | Contract Administrator | $3,333 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $641 |
Filed as: BENEFIT PLANS ADMINISTRATIVE Service code 13 6 RHOADS DR STE 7 · UTICA, NY 13502 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,091 | $51,466+75.0% | $78,778+14.4% | $62,293+44.6% |
| Participation rate | 87.0% | 59.8%+27.2pp | 69.2%+17.8pp | 69.5%+17.5pp |
| Annual return | 18.68% | 19.96%-1.3pp | 35.62%-16.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,615 | $827+95.2% | $1,986-18.7% | $2,042-20.9% |
| Participant deferral / active EE | $2,986 | $2,147+39.1% | $2,958+1.0% | $3,169-5.8% |
| Admin fee / account holder | $429 | $489-12.2% | $5,134-91.6% | $479-10.4% |