Filed March 2, 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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC9 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $16,435 |
CAPOSSELA, COHEN, LLC10+ years Service code 10 368 CENTER STREET · SOUTHPORT, CT 06890 | Accounting | $13,017 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,652 | $80,705+12.3% | $115,768-21.7% | $67,986+33.3% |
| Participation rate | 94.6% | 63.0%+31.7pp | 74.4%+20.2pp | 57.2%+37.4pp |
| Annual return | 4.55% | 18.49%-13.9pp | 100.46%-95.9pp | 31.67%-27.1pp |
| Employer contribution / active EE | $387 | $2,046-81.1% | $2,940-86.8% | $2,019-80.8% |
| Participant deferral / active EE | $1,658 | $3,559-53.4% | $4,917-66.3% | $3,358-50.6% |
| Admin fee / account holder | $59 | $4,135-98.6% | $12,439-99.5% | $3,203-98.2% |