Filed March 1, 2010
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: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,544 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $4,297 |
UNITED BENEFIT PENSIONS INC.10+ years Service code 13 175 BROADHOLLOW RD, STE 160 · MELVILLE, NY 11747 | Contract Administrator | $3,208 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,417 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA Service code 99 MORNINGSTAR ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,099 | $55,470-62.0% | $155,556-86.4% | $74,478-71.7% |
| Participation rate | 51.4% | 61.9%-10.6pp | 78.2%-26.9pp | 67.2%-15.9pp |
| Annual return | 8.74% | 269.80%-261.1pp | 64.84%-56.1pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $1,012 | $2,267-55.3% | $4,675-78.4% | $2,626-61.5% |
| Participant deferral / active EE | $1,230 | $2,838-56.6% | $5,631-78.1% | $4,350-71.7% |
| Admin fee / account holder | $95 | $1,744-94.6% | $15,885-99.4% | $1,946-95.1% |