Filed December 2, 2011
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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,021 |
LIFETIME BENEFIT SOLUTIONS9+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $12,007 |
Filed as: EMPOWER LIFE & ANNNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $3,796 |
LIFETIME BENEFIT SOLUTIONS9+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,609 | $130,294-38.1% | $170,057-52.6% | $71,529+12.7% |
| Participation rate | 94.0% | 86.2%+7.8pp | 87.0%+7.0pp | 67.9%+26.0pp |
| Annual return | 14.07% | 20.36%-6.3pp | 53.42%-39.3pp | 28.97%-14.9pp |
| Employer contribution / active EE | $4,086 | $4,385-6.8% | $6,790-39.8% | $2,590+57.8% |
| Participant deferral / active EE | $4,049 | $6,928-41.6% | $10,411-61.1% | $4,291-5.6% |
| Admin fee / account holder | $14 | $966-98.5% | $12,826-99.9% | $1,588-99.1% |