Filed September 13, 2015
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 |
|---|---|---|
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $51,060 |
Filed as: GROVE POINT ADVISORS LLC Service code 27 2440 RESEARCH BLVD 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $47,842 |
Service code 10 2011 E LAMAR BLVD · ARLINGTON, TX 76006 | Accounting | $20,984 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,897 |
MINNESOTA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,514 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,486 | $88,890-17.3% | $102,423-28.3% | $77,643-5.4% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 17.29% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,800 | $2,698-33.3% | $3,023-40.5% | $2,726-34.0% |
| Participant deferral / active EE | $5,792 | $5,145+12.6% | $5,053+14.6% | $4,647+24.6% |
| Admin fee / account holder | $187 | $235-20.7% | $9,451-98.0% | $430-56.6% |