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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,296 | $91,762-33.2% | $67,502-9.2% | $77,643-21.1% |
| Participation rate | 49.6% | 75.9%-26.3pp | 72.9%-23.3pp | 70.6%-21.0pp |
| Annual return | 11.65% | 14.87%-3.2pp | 3512.12%-3500.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $947 | $3,181-70.2% | $2,731-65.3% | $2,726-65.3% |
| Participant deferral / active EE | $2,182 | $3,903-44.1% | $4,000-45.4% | $4,647-53.0% |
| Admin fee / account holder | $223 | $176+27.0% | $3,998-94.4% | $430-48.1% |