Filed October 18, 2004
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 55 40 S MAIN ST STE 1800 · MEMPHIS, TN 38103 | Other Commissions | $38,194 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $1,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $790 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $199 |
Participant 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 | $124,444 | $122,063+2.0% | $184,256-32.5% | $74,478+67.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.97% | 19.92%-6.9pp | 28.85%-15.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,270 | $4,539-50.0% | $6,427-64.7% | $2,626-13.6% |
| Participant deferral / active EE | $2,609 | $7,144-63.5% | $9,133-71.4% | $4,350-40.0% |
| Admin fee / account holder | -$78 | $1,253-106.2% | $13,899-100.6% | $1,946-104.0% |