Filed January 31, 2014
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,979 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,254 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $10,168 |
TSC 401K2 years Service code 99 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Fees | $2,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,563 | $50,902-55.7% | $155,534-85.5% | $77,736-71.0% |
| Participation rate | 58.1% | 63.1%-4.9pp | 78.2%-20.1pp | 70.6%-12.4pp |
| Annual return | 13.83% | 34.85%-21.0pp | 64.92%-51.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $707 | $1,991-64.5% | $4,675-84.9% | $2,728-74.1% |
| Participant deferral / active EE | $1,842 | $2,824-34.8% | $5,630-67.3% | $4,651-60.4% |
| Admin fee / account holder | $96 | $437-77.9% | $15,900-99.4% | $433-77.7% |