Filed October 17, 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 CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $71,818 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $36,398 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 · EIN 39-1816008 | Contract Administrator | $6,875 |
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 | $66,520 | $54,690+21.6% | $76,030-12.5% | $74,478-10.7% |
| Participation rate | 86.6% | 60.3%+26.3pp | 69.1%+17.6pp | 67.2%+19.4pp |
| Annual return | 15.27% | 31.92%-16.6pp | 361.54%-346.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,991 | $1,781+67.9% | $2,688+11.3% | $2,626+13.9% |
| Participant deferral / active EE | $8,224 | $3,070+167.9% | $4,257+93.2% | $4,350+89.0% |
| Admin fee / account holder | $386 | $2,240-82.8% | $6,421-94.0% | $1,946-80.2% |