Filed January 31, 2006 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $19,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,174 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,590 | $78,607-39.5% | $105,624-54.9% | $74,478-36.1% |
| Participation rate | 95.7% | 72.8%+22.9pp | 75.3%+20.4pp | 67.2%+28.5pp |
| Annual return | 13.88% | 15.96%-2.1pp | 116.20%-102.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $846 | $2,523-66.5% | $3,168-73.3% | $2,626-67.8% |
| Participant deferral / active EE | $3,465 | $4,325-19.9% | $5,013-30.9% | $4,350-20.3% |
| Admin fee / account holder | $223 | $2,220-90.0% | $10,961-98.0% | $1,946-88.6% |