Filed February 12, 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 · EIN 06-1050034 | Contract Administrator | $951,354 |
Filed as: GLOBAL RETIREMENT PARTNERS .00 LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $284,304 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $50,800 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage commissions and ... | $200 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $60 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 33 · EIN 35-1151034 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,283 | $106,553-56.6% | $133,698-65.4% | $106,553-56.6% |
| Participation rate | 79.4% | 69.8%+9.5pp | 76.4%+2.9pp | 69.8%+9.5pp |
| Annual return | 25.83% | 17.37%+8.5pp | 580.90%-555.1pp | 17.37%+8.5pp |
| Employer contribution / active EE | $2,671 | $3,359-20.5% | $4,218-36.7% | $3,359-20.5% |
| Participant deferral / active EE | $4,581 | $5,562-17.7% | $7,016-34.7% | $5,562-17.7% |
| Admin fee / account holder | $107 | $80+34.9% | $6,703-98.4% | $80+34.9% |