Filed June 23, 2015 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,404 |
TFB ADVISORS, LLC1 year Service code 27 4801 W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,616 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $11,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,339 | $40,278-57.0% | $80,648-78.5% | $80,169-78.4% |
| Participation rate | 28.3% | 47.5%-19.2pp | 67.0%-38.7pp | 72.9%-44.6pp |
| Annual return | 27.75% | 50.86%-23.1pp | 937.21%-909.5pp | 40.39%-12.6pp |
| Employer contribution / active EE | $1,217 | $1,332-8.7% | $2,724-55.3% | $2,978-59.1% |
| Participant deferral / active EE | $1,994 | $2,696-26.0% | $4,443-55.1% | $5,016-60.2% |
| Admin fee / account holder | $62 | $210-70.5% | $5,382-98.8% | $145-57.2% |