Filed November 18, 2015 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $290,909 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 100101603 | Investment Management | $112,061 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,305 | $104,544+5.5% | $96,564+14.2% | $80,187+37.6% |
| Participation rate | 97.2% | 86.4%+10.8pp | 76.0%+21.2pp | 72.9%+24.2pp |
| Annual return | 14.87% | 21.79%-6.9pp | 25.89%-11.0pp | 40.40%-25.5pp |
| Employer contribution / active EE | $3,881 | $3,527+10.0% | $2,967+30.8% | $2,980+30.3% |
| Participant deferral / active EE | $5,887 | $6,170-4.6% | $4,852+21.3% | $5,016+17.4% |
| Admin fee / account holder | $119 | $107+11.3% | $8,256-98.6% | $145-18.0% |