Filed November 9, 2005 (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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,961 |
PPS PENSION & FINANCIAL SERVICES8+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,964 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $4,287 |
PPS PENSION & FINANCIAL SERVICES8+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $1,149 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,578 | $65,125-28.5% | $143,797-67.6% | $66,949-30.4% |
| Participation rate | 55.1% | 65.2%-10.1pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -16.16% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $649 | $2,362-72.5% | $4,952-86.9% | $2,545-74.5% |
| Participant deferral / active EE | $1,777 | $2,920-39.2% | $5,638-68.5% | $4,239-58.1% |
| Admin fee / account holder | $141 | $503-71.9% | $14,679-99.0% | $594-76.2% |