Filed June 8, 2009
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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $19,759 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,926 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $10,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,624 | $49,915-26.6% | $154,803-76.3% | $74,304-50.7% |
| Participation rate | 88.1% | 54.0%+34.1pp | 78.1%+10.0pp | 60.3%+27.7pp |
| Annual return | 16.29% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,472 | $1,611+53.4% | $4,305-42.6% | $2,241+10.3% |
| Participant deferral / active EE | $4,586 | $2,255+103.4% | $5,540-17.2% | $3,767+21.7% |
| Admin fee / account holder | $190 | $2,189-91.3% | $14,329-98.7% | $2,969-93.6% |