Filed November 3, 2013
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,219 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $38,400 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,692 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $7,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,296 | $91,710-33.2% | $67,560-9.3% | $77,762-21.2% |
| Participation rate | 49.6% | 76.0%-26.4pp | 72.9%-23.3pp | 70.6%-21.0pp |
| Annual return | 11.65% | 14.88%-3.2pp | 3533.50%-3521.9pp | 31.27%-19.6pp |
| Employer contribution / active EE | $947 | $3,187-70.3% | $2,737-65.4% | $2,728-65.3% |
| Participant deferral / active EE | $2,182 | $3,911-44.2% | $4,004-45.5% | $4,651-53.1% |
| Admin fee / account holder | $223 | $245-8.8% | $3,994-94.4% | $433-48.4% |