Filed September 16, 2016
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 INS CO Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,266 |
Filed as: GW HENSSLER AND ASSOC Service code 27 3755 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $14,998 |
FLORIDA RETIREMENT CONSULTANTS9+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $9,572 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,231 | $55,437-76.1% | $155,534-91.5% | $74,459-82.2% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 11.76% | 269.58%-257.8pp | 64.92%-53.2pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $793 | $2,266-65.0% | $4,675-83.0% | $2,626-69.8% |
| Participant deferral / active EE | $1,946 | $2,837-31.4% | $5,630-65.4% | $4,350-55.3% |
| Admin fee / account holder | $124 | $1,742-92.9% | $15,900-99.2% | $1,945-93.6% |