Filed October 22, 2008 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $277,408 |
Filed as: ASSET STRATEGY CONSULTANTS LLC Service code 16 SIX NORTH PARK DRIVE STE 208 · HUNT VALLEY, MD 21030 | Consulting | $98,755 |
Filed as: ASSET STRATEGY RETIREMENT PLAN CONS Service code 27 3500 MARKET STREET SUITE 102 · CAMP HILL, PA 17011 | Advisory (Plan) | $33,241 |
PYA WALTMAN CAPITAL LLC1 year Filed as: PYA PC Service code 99 3424 PEACHTREE RD NE STE 700 · ATLANTA, GA 30326 | Other Fees | $13,293 |
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 | $78,556 | $53,204+47.6% | $155,556-49.5% | $200,096-60.7% |
| Participation rate | 50.2% | 64.1%-13.9pp | 78.2%-28.0pp | 72.0%-21.8pp |
| Annual return | 13.10% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,167 | $1,850-36.9% | $4,675-75.0% | $3,038-61.6% |
| Participant deferral / active EE | $2,858 | $3,163-9.7% | $5,631-49.2% | $5,090-43.9% |
| Admin fee / account holder | $191 | $186+3.0% | $15,885-98.8% | $269-28.9% |