Filed June 10, 1997
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 | Contract Administrator | $10,062 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,421 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Other Commissions | $7,788 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $647 |
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 | $63,746 | $57,108+11.6% | $94,229-32.4% | $52,331+21.8% |
| Participation rate | 87.3% | 72.9%+14.3pp | 78.8%+8.5pp | 68.1%+19.2pp |
| Annual return | -1.14% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,825 | $3,040-7.1% | $4,320-34.6% | $3,022-6.5% |
| Admin fee / account holder | $93 | $546-82.9% | $6,269-98.5% | $592-84.2% |