Filed July 29, 2010
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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $14,639 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,523 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 99 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Fees | $2,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,051 | $60,165+129.5% | $74,184+86.1% | $55,167+150.2% |
| Participation rate | 67.0% | 74.2%-7.2pp | 76.6%-9.7pp | 69.0%-2.0pp |
| Annual return | 7.33% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,475 | $1,600+117.2% | $2,370+46.6% | $1,963+77.1% |
| Participant deferral / active EE | $6,403 | $2,973+115.4% | $3,550+80.4% | $3,054+109.7% |
| Admin fee / account holder | $193 | $419-53.9% | $5,586-96.5% | $504-61.7% |