Filed December 14, 1998
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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $10,048 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $9,499 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $995 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $469 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD, 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,574 | $58,093+18.0% | $80,022-14.3% | $56,287+21.8% |
| Participation rate | 64.2% | 73.6%-9.4pp | 75.8%-11.6pp | 69.9%-5.6pp |
| Annual return | 9.04% | 34.63%-25.6pp | 11.22%-2.2pp | -9.96%+19.0pp |
| Employer contribution / active EE | $460 | $1,933-76.2% | $2,468-81.4% | $2,111-78.2% |
| Participant deferral / active EE | $2,373 | $3,136-24.3% | $3,686-35.6% | $3,350-29.2% |
| Admin fee / account holder | $45 | $623-92.8% | $6,521-99.3% | $521-91.4% |