Filed January 11, 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 Service code 13 · EIN 06-1050034 | Contract Administrator | $399,955 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 26 · EIN 36-3109431 | Advisory (Participants) | $162,856 |
GETTRY MARCUS CPA, P.C.6 years Service code 10 · EIN 13-3418879 | Accounting | $74,046 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $29,152 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,529 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,318 | $44,714+292.1% | $86,251+103.3% | $80,187+118.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | 17.72% | 19.62%-1.9pp | 1170.54%-1152.8pp | 40.40%-22.7pp |
| Employer contribution / active EE | $7,457 | $1,102+576.7% | $2,381+213.2% | $2,980+150.3% |
| Participant deferral / active EE | $10,554 | $2,773+280.5% | $3,987+164.7% | $5,016+110.4% |
| Admin fee / account holder | $85 | $134-36.7% | $6,857-98.8% | $145-41.7% |