Filed June 8, 2009 (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 |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $56,113 |
THE BELLEVUE HOSPITAL9 years Service code 10 1400 W MAIN ST PO BOX 8004 · BELLEVUE, OH 44811 | Accounting | $13,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,470 | $50,919+132.7% | $155,556-23.8% | $77,762+52.4% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.7pp | 70.6%+27.4pp |
| Annual return | 11.76% | 34.84%-23.1pp | 64.84%-53.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $2,492 | $1,991+25.1% | $4,675-46.7% | $2,728-8.7% |
| Participant deferral / active EE | $5,811 | $2,824+105.7% | $5,631+3.2% | $4,651+24.9% |
| Admin fee / account holder | $162 | $437-62.9% | $15,885-99.0% | $433-62.6% |