Filed December 22, 1992
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,538 |
HYDE GROUP INC.1 year Filed as: HYDE GROUP INC Service code 10 54 EASTFORD RD · SOUTHBRIDGE, MA 01550 | Accounting | $27,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,639 | $79,184+87.7% | $102,438+45.1% | $74,546+99.4% |
| Participation rate | 74.7% | 74.8%-0.1pp | 76.5%-1.8pp | 67.2%+7.5pp |
| Annual return | 13.51% | 54.95%-41.4pp | 29.37%-15.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,933 | $2,362+24.2% | $3,024-3.0% | $2,624+11.8% |
| Participant deferral / active EE | $3,295 | $4,414-25.4% | $5,054-34.8% | $4,347-24.2% |
| Admin fee / account holder | $473 | $2,001-76.4% | $9,448-95.0% | $1,944-75.7% |