Filed October 23, 2002
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 84-0467907 | Advisory (Plan) | $13,231 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,104 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 | Contract Administrator | $5,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $2,147 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,647 | $55,470-39.3% | $155,556-78.4% | $74,478-54.8% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 14.34% | 269.80%-255.5pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,283 | $2,267-43.4% | $4,675-72.6% | $2,626-51.1% |
| Participant deferral / active EE | $3,564 | $2,838+25.6% | $5,631-36.7% | $4,350-18.1% |
| Admin fee / account holder | $217 | $1,744-87.6% | $15,885-98.6% | $1,946-88.8% |