Filed November 10, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $256,646 |
Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICS · NEW YORK, NY 10104 | Advisory (Plan) | $0 |
PENN INVESTMENT ADVISORS7 years Filed as: PENN INVESTMENT ADVISORS, INC. Service code 27 · EIN 38-3802854 | Advisory (Plan) | $0 |
WEB401K.COM, INC.9+ years Service code 13 · EIN 23-2298154 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,156 | $112,711-28.9% | $170,055-52.9% | $80,1870% |
| Participation rate | 86.6% | 87.4%-0.8pp | 87.0%-0.4pp | 72.9%+13.7pp |
| Annual return | 16.75% | 67.06%-50.3pp | 53.43%-36.7pp | 40.40%-23.6pp |
| Employer contribution / active EE | $4,067 | $4,488-9.4% | $6,790-40.1% | $2,980+36.5% |
| Participant deferral / active EE | $6,417 | $7,861-18.4% | $10,410-38.4% | $5,016+27.9% |
| Admin fee / account holder | $82 | $99-17.7% | $12,828-99.4% | $145-43.6% |