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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $252,281 |
FORVIS, LLP1 year Filed as: WEISER LLP Service code 10 60 CROSSWAYS PARK DR W STE 301 · WOODBURY, NY 117979816 | Accounting | $87,900 |
MMA SECURITIES LLC5 years Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $26,000 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $12,652 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $233,877 | $91,406+155.9% | $130,062+79.8% | $74,473+214.0% |
| Participation rate | 93.3% | 77.8%+15.4pp | 78.5%+14.7pp | 70.7%+22.5pp |
| Annual return | 17.65% | 23.21%-5.6pp | -137.37%+155.0pp | 34.36%-16.7pp |
| Employer contribution / active EE | $3,541 | $2,565+38.1% | $4,322-18.1% | $2,638+34.2% |
| Participant deferral / active EE | $12,741 | $4,724+169.7% | $5,821+118.9% | $4,530+181.3% |
| Admin fee / account holder | $545 | $283+92.3% | $10,601-94.9% | $347+57.0% |