Filed June 27, 2006
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 | $285,304 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $61,735 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $52,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,714 | $89,465+190.3% | $165,100+57.3% | $77,762+234.0% |
| Participation rate | 93.1% | 78.6%+14.4pp | 78.6%+14.5pp | 70.6%+22.5pp |
| Annual return | 16.00% | 28.86%-12.9pp | 70.21%-54.2pp | 31.27%-15.3pp |
| Employer contribution / active EE | $3,998 | $2,565+55.9% | $4,348-8.1% | $2,728+46.5% |
| Participant deferral / active EE | $14,363 | $4,904+192.9% | $6,035+138.0% | $4,651+208.8% |
| Admin fee / account holder | $591 | $340+73.8% | $12,696-95.3% | $433+36.4% |