Filed June 19, 2012
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 99 2705 51ST AVE EAST · BRADENTON, FL 34203 | Other Fees | $13,500 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $5,550 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,824 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,579 |
Filed as: FIRST PARTY ADMINISTRATOR LLC Service code 13 | Contract Administrator | $2,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,747 | $55,694-68.1% | $81,882-78.3% | $200,096-91.1% |
| Participation rate | 16.0% | 62.7%-46.7pp | 72.4%-56.4pp | 72.0%-56.0pp |
| Annual return | 18.61% | 19.59%-1.0pp | 779.47%-760.9pp | 34.26%-15.6pp |
| Employer contribution / active EE | $223 | $2,114-89.5% | $2,916-92.4% | $3,038-92.7% |
| Participant deferral / active EE | $379 | $3,299-88.5% | $4,323-91.2% | $5,090-92.5% |
| Admin fee / account holder | $55 | $348-84.2% | $7,360-99.3% | $269-79.5% |