Filed May 31, 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 |
|---|---|---|
MYFAMILYCFO INC3+ years Service code 27 · EIN 38-3855569 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Advisory (Plan) | $31,190 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGWE, CO 80111 | Investment Management | $17,277 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $275 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,468 | $64,909-39.2% | $82,312-52.1% | $62,293-36.6% |
| Participation rate | 92.5% | 74.9%+17.6pp | 76.9%+15.6pp | 69.5%+22.9pp |
| Annual return | 13.62% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,041 | $1,676+21.8% | $2,428-16.0% | $2,042-0.1% |
| Participant deferral / active EE | $2,149 | $3,103-30.8% | $3,706-42.0% | $3,169-32.2% |
| Admin fee / account holder | $209 | $440-52.4% | $5,608-96.3% | $479-56.3% |