Filed January 29, 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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 680 ANDERSON DR · PITTSBURGH, PA 15220 | Advisory (Plan) | $14,615 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,085 |
GOFF BACKA ALFERA & COMPANY5 years Filed as: GOFF BACKA ALFERA & COMPANY, LLC Service code 10 · EIN 25-1871184 | Accounting | $7,250 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Broker | $0 |
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 | $41,745 | $38,165+9.4% | $189,758-78.0% | $69,255-39.7% |
| Participation rate | 57.6% | 66.7%-9.1pp | 79.8%-22.2pp | 69.0%-11.4pp |
| Annual return | 10.19% | 14.65%-4.5pp | 52.62%-42.4pp | 26.73%-16.5pp |
| Employer contribution / active EE | $459 | $1,589-71.1% | $4,767-90.4% | $2,645-82.7% |
| Participant deferral / active EE | $1,097 | $2,073-47.1% | $5,856-81.3% | $2,890-62.1% |
| Admin fee / account holder | $58 | $714-91.9% | $20,388-99.7% | $733-92.1% |