Filed February 26, 2013
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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $6,715 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,795 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,045 |
Filed as: EMPOWER ANNEMPOWER ANNUITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,660 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · STORM TECHNOLOGIES LLC, IN 46814 | Other Fees | $2,327 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,713 | $50,919-59.3% | $155,556-86.7% | $77,762-73.4% |
| Participation rate | 71.9% | 63.1%+8.8pp | 78.2%-6.3pp | 70.6%+1.3pp |
| Annual return | 15.15% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,840 | $1,991-7.6% | $4,675-60.7% | $2,728-32.6% |
| Participant deferral / active EE | $2,637 | $2,824-6.7% | $5,631-53.2% | $4,651-43.3% |
| Admin fee / account holder | $12 | $437-97.3% | $15,885-99.9% | $433-97.3% |