Filed April 14, 2000 (most recent of 2 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $201,147 |
UBS FINANCIAL SERVICES INC9 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,464 |
BDO USA, LLP4 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $34,239 |
Service code 50 ONE EAST FOURTH STREET STE 1400 · CINCINNATI, OH 452023752 | Direct Payment | $19,784 |
KOGNITIV1 year Filed as: KOGNITIV INC Service code 50 1340 CENTRE ST 208 · NEWTON, MA 02459 | Direct Payment | $7,500 |
BIG SKY RETIREMENT INC1 year Filed as: BIG LANGUAGE SOLUTIONS HOLDINGS LLC Service code 50 3424 PEACHTREE RD NE STE 2060 · ATLANTA, GA 30326 | Direct Payment | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,292 | $2,679,533-96.3% | $164,813-40.4% | $199,593-50.8% |
| Participation rate | 55.5% | 78.3%-22.8pp | 78.6%-23.1pp | 72.0%-16.5pp |
| Annual return | 11.08% | 17.93%-6.8pp | 69.93%-58.9pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,050 | $2,970-64.7% | $4,341-75.8% | $3,034-65.4% |
| Participant deferral / active EE | $3,128 | $5,010-37.6% | $6,031-48.1% | $5,087-38.5% |
| Admin fee / account holder | $196 | $1,982-90.1% | $12,690-98.5% | $269-27.2% |