Filed August 16, 1999 (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 |
|---|---|---|
EVEREN SECURITIES INC6 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 1 N JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $7,461 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,090 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,121 | $77,899-79.3% | $149,673-89.2% | $75,163-78.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.80% | 31.72%-20.9pp | 134.42%-123.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $5,755 | $3,137+83.4% | $4,818+19.5% | $2,670+115.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $130 | $5,956-97.8% | $13,210-99.0% | $5,651-97.7% |