Filed August 20, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 11 · EIN 06-1050034 | Actuarial | $301,282 |
NFP RETIREMENT INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,781 |
NUVEEN10+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $10,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 1.45% | 7.69%-6.2pp | 8.92%-7.5pp | 13.05%-11.6pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |