Filed August 23, 2002
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $31,595 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,442 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $11,089 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,650 |
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 | $96,893 | $73,532+31.8% | $178,505-45.7% | $74,478+30.1% |
| Participation rate | 98.7% | 66.6%+32.1pp | 77.1%+21.6pp | 67.2%+31.5pp |
| Annual return | 17.53% | 17.49%0pp | 27.16%-9.6pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $6,218 | $2,221+180.0% | $3,955+57.2% | $2,626+136.8% |
| Participant deferral / active EE | $10,549 | $4,519+133.5% | $6,280+68.0% | $4,350+142.5% |
| Admin fee / account holder | $199 | $1,813-89.0% | $10,428-98.1% | $1,946-89.8% |