Filed June 5, 2008
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Service code 13 2790 SKYPARK DR STE300 · TORRANCE, CA 90505 | Contract Administrator | $12,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,446 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 11 | Actuarial | $5,310 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,252 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV Service code 28 8515 EAST ORCHARD ROAD · GREENWQOOD VILLAGE, CO 80111 | Investment Management | $23 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 20-1054428 | Actuarial | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,280 | $46,100-3.9% | $86,582-48.9% | $69,631-36.4% |
| Participation rate | 64.1% | 67.2%-3.0pp | 73.5%-9.4pp | 70.7%-6.5pp |
| Annual return | 17.65% | 21.02%-3.4pp | 965.08%-947.4pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,597 | $1,850-13.7% | $2,839-43.8% | $2,032-21.4% |
| Participant deferral / active EE | $2,357 | $2,432-3.1% | $3,609-34.7% | $3,224-26.9% |
| Admin fee / account holder | $51 | $94-46.0% | $4,904-99.0% | $110-54.1% |