Filed December 5, 2008
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 |
|---|---|---|
TBS AGENCY INC9 years Filed as: TBS AGENCY, INC. Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $29,907 |
METRO BENEFITS, INC.9 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $9,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,677 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,220 |
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 | $40,192 | $50,919-21.1% | $155,556-74.2% | $77,762-48.3% |
| Participation rate | 59.9% | 63.1%-3.2pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 11.42% | 34.84%-23.4pp | 64.84%-53.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $574 | $1,991-71.2% | $4,675-87.7% | $2,728-78.9% |
| Participant deferral / active EE | $2,764 | $2,824-2.2% | $5,631-50.9% | $4,651-40.6% |
| Admin fee / account holder | $9 | $437-97.9% | $15,885-99.9% | $433-97.9% |