Filed March 20, 2011
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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 11 SCOTT STREET STE 400 · WAUSAU, WI 54403 | Accounting | $28,621 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,813 |
KUSHNER & COMPANY, INC.10+ years Filed as: KUSHNER & COMPANY Service code 13 2427 W CENTRE AVE · PORTAGE, MI 49024 | Contract Administrator | $11,397 |
Filed as: RFS OPCO LLC DBA ROCKERFELLER FINAN Service code 27 · EIN 82-3226180 45 ROCKEFELLER PLAZA 5TH FL · NEW YORK, NY 10111 | Advisory (Plan) | $6,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,994 | $102,385-24.8% | $147,080-47.7% | $80,935-4.9% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 12.08% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,531 | $3,717-5.0% | $4,933-28.4% | $2,757+28.1% |
| Participant deferral / active EE | $7,875 | $6,651+18.4% | $8,066-2.4% | $4,299+83.2% |
| Admin fee / account holder | $73 | $7,951-99.1% | $12,989-99.4% | $6,924-98.9% |