Filed November 12, 1998
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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,659 |
Filed as: EMPOWER ANNUITY INSURNACE CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,164 |
Service code 10 PO BOX 19608 · GREENSBRO, NC 27419 | Accounting | $11,000 |
Filed as: TRINITY PENSION GROUP Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $10,006 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 64 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Recordkeeping Fees | $8,868 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $675 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 | Other Fees | $604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,446 | $57,281+9.0% | $86,612-27.9% | $75,163-16.9% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 14.36% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,777 | $3,318+74.1% | $4,438+30.2% | $4,125+40.0% |
| Admin fee / account holder | $437 | $4,112-89.4% | $5,614-92.2% | $5,651-92.3% |