Filed August 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 O Service code 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $1,765,228 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $110,000 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Consulting | $37,880 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 13 1701 MARKET ST · PHILADELPHIA, PA 191032921 | Contract Administrator | $30,457 |
Service code 16 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Consulting | $30,280 |
MOSS ADAMS LLP3+ years Service code 13 PO BOX 101822 · PASADENA, CA 911891822 | Contract Administrator | $20,400 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,153 | $90,672-73.4% | $125,401-80.7% | $89,433-73.0% |
| Participation rate | 79.0% | 72.3%+6.7pp | 82.4%-3.3pp | 71.3%+7.8pp |
| Annual return | -15.07% | -6.42%-8.6pp | 572.53%-587.6pp | -11.88%-3.2pp |
| Employer contribution / active EE | $1,523 | $3,032-49.8% | $4,816-68.4% | $3,021-49.6% |
| Participant deferral / active EE | $3,365 | $7,210-53.3% | $7,448-54.8% | $5,125-34.3% |
| Admin fee / account holder | $21 | $69-69.2% | $10,008-99.8% | $79-73.2% |