Filed March 27, 2012
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 ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,086,304 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $390,418 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $42,228 |
MCNEES WALLACE & NURICK1 year Filed as: MCNEES WALLACE & NURICK LLC Service code 99 100 PINE ST PO BOX 1166 · HARRISBURG, PA 171081166 | Other Fees | $3,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,003 | $68,110-35.4% | $155,556-71.7% | $99,313-55.7% |
| Participation rate | 60.3% | 67.8%-7.5pp | 78.2%-18.0pp | 71.7%-11.4pp |
| Annual return | 11.82% | 16.16%-4.3pp | 64.84%-53.0pp | 17.67%-5.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $52 | $94-45.0% | $15,885-99.7% | $109-52.7% |