Filed March 24, 2006 (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 |
|---|---|---|
PENSION INC.1 year Service code 14 · EIN 39-1955089 | Plan Administrator | $22,523 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,615 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $13,330 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUTIN, TX 787305097 | Other Fees | $1,009 |
Filed as: WILSHIRE ASSOCIATES INCE Service code 26 · EIN 95-2755361 | Advisory (Participants) | $560 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
ADVISE ASSET GROUP1 year Filed as: ADVISE ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $10 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,666 | $198,217-53.8% | $121,663-24.7% | - |
| Participation rate | 85.9% | 59.1%+26.7pp | 74.5%+11.4pp | - |
| Annual return | 15.84% | 9.45%+6.4pp | 147.54%-131.7pp | - |
| Employer contribution / active EE | $994 | $1,858-46.5% | $3,020-67.1% | - |
| Participant deferral / active EE | $4,363 | $3,727+17.1% | $4,887-10.7% | - |
| Admin fee / account holder | $302 | $27,022-98.9% | $14,289-97.9% | - |