Filed January 13, 2016 (most recent of 3 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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX PLANNING PARTNERS Service code 27 3200 OLYMPUS BLVD SUITE 100 · DALLAS, TX 75019 | Advisory (Plan) | $77,989 |
RANDALL & HURLEY, INC.4 years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $4,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,943 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,271 | $84,487+85.0% | $125,339+24.7% | $66,914+133.5% |
| Participation rate | 89.2% | 76.4%+12.8pp | 82.4%+6.9pp | 69.8%+19.4pp |
| Annual return | -16.34% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,684 | $3,553+3.7% | $4,814-23.5% | $2,544+44.8% |
| Participant deferral / active EE | $6,340 | $6,781-6.5% | $7,446-14.9% | $4,237+49.6% |
| Admin fee / account holder | $256 | $685-62.6% | $10,010-97.4% | $593-56.8% |