Filed December 15, 2011
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 10 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Accounting | $66,442 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $46,296 |
TSC 401K2 years Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $26,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,020 | $80,781-38.1% | $102,437-51.2% | $74,478-32.8% |
| Participation rate | 89.2% | 65.7%+23.6pp | 74.5%+14.7pp | 67.2%+22.0pp |
| Annual return | 12.57% | 27.58%-15.0pp | 24.95%-12.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,959 | $3,160-38.0% | $3,871-49.4% | $2,626-25.4% |
| Participant deferral / active EE | $4,573 | $3,862+18.4% | $5,060-9.6% | $4,350+5.1% |
| Admin fee / account holder | $450 | $2,372-81.0% | $8,388-94.6% | $1,946-76.9% |