Filed September 28, 1992
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 |
|---|---|---|
LION STREET ADVISORS LLC5 years Service code 27 · EIN 80-0946231 300 COLORADO ST STE 2600 · AUSTIN, TX 78701 | Advisory (Plan) | $67,964 |
THE FINWAY GROUP4 years Service code 13 5625 MILLS CIVIC PKWY, STE. 101 · WEST DES MOINE, IA 50266 | Contract Administrator | $59,863 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,941 |
Filed as: INTEGRITY ALLIANCE LLC Service code 27 · EIN 20-3749442 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Advisory (Plan) | $6,659 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,030 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 PO BOX 737844 · DALLAS, TX 75373 | Accounting | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,406 | $98,727-34.8% | $113,168-43.1% | $85,563-24.7% |
| Participation rate | 84.3% | 80.8%+3.5pp | 76.6%+7.7pp | 66.0%+18.3pp |
| Annual return | 16.50% | 17.43%-0.9pp | 24.27%-7.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,508 | $2,907-48.1% | $2,975-49.3% | $2,654-43.2% |
| Participant deferral / active EE | $3,791 | $5,424-30.1% | $5,107-25.8% | $4,375-13.4% |
| Admin fee / account holder | $265 | $357-25.7% | $12,068-97.8% | $834-68.2% |