Filed August 27, 2013 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,074 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NET LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $8,243 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 PO BOX 734602 · CHICAGO, IL 606734602 | Contract Administrator | $4,899 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $875 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,105 | $46,688-44.1% | $189,758-86.2% | $69,733-62.6% |
| Participation rate | 53.1% | 61.7%-8.6pp | 79.8%-26.7pp | 62.5%-9.3pp |
| Annual return | 8.79% | 14.35%-5.6pp | 52.62%-43.8pp | 15.22%-6.4pp |
| Employer contribution / active EE | $429 | $1,695-74.7% | $4,767-91.0% | $2,250-80.9% |
| Participant deferral / active EE | $1,134 | $2,143-47.1% | $5,856-80.6% | $3,054-62.9% |
| Admin fee / account holder | $50 | $1,700-97.0% | $20,388-99.8% | $3,102-98.4% |