Filed July 25, 2018 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $381,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $76,000 |
EIDE BAILLY LLP1 year Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $20,000 |
SEIM JOHNSON, LLP6 years Service code 10 18081 BURT ST STE 200 · OMAHA, NE 680224722 | Accounting | $15,500 |
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 | $79,051 | $45,000+75.7% | $143,801-45.0% | $77,906+1.5% |
| Participation rate | 96.8% | 66.8%+30.0pp | 80.3%+16.5pp | 73.7%+23.1pp |
| Annual return | -15.96% | 29.03%-45.0pp | -0.04%-15.9pp | 12.16%-28.1pp |
| Employer contribution / active EE | $4,170 | $1,870+123.1% | $4,952-15.8% | $2,846+46.5% |
| Participant deferral / active EE | $5,925 | $3,157+87.7% | $5,639+5.1% | $4,805+23.3% |
| Admin fee / account holder | $116 | $98+17.6% | $14,680-99.2% | $133-12.7% |