Filed November 9, 2005
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,435 |
Service code 55 · EIN 74-2794194 | Other Commissions | $29,938 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 | Contract Administrator | $10,870 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,997 | $50,919-11.6% | $155,556-71.1% | $77,762-42.1% |
| Participation rate | 71.7% | 63.1%+8.7pp | 78.2%-6.5pp | 70.6%+1.2pp |
| Annual return | 13.37% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,256 | $1,991-36.9% | $4,675-73.1% | $2,728-54.0% |
| Participant deferral / active EE | $2,378 | $2,824-15.8% | $5,631-57.8% | $4,651-48.9% |
| Admin fee / account holder | $225 | $437-48.6% | $15,885-98.6% | $433-48.1% |