Filed June 8, 2007
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 | Recordkeeping | $195,395 |
FIDUCIENT ADVISORS LLC2 years Service code 99 · EIN 36-4001764 | Other Fees | $72,641 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP INC Service code 10 · EIN 06-1055322 | Accounting | $51,330 |
COHNREZNICK LLP10+ years Service code 99 · EIN 22-1478089 | Other Fees | $43,050 |
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 | $160,078 | $89,465+78.9% | $165,100-3.0% | $77,762+105.9% |
| Participation rate | 97.7% | 78.6%+19.0pp | 78.6%+19.1pp | 70.6%+27.1pp |
| Annual return | 13.64% | 28.86%-15.2pp | 70.21%-56.6pp | 31.27%-17.6pp |
| Employer contribution / active EE | $4,458 | $2,565+73.8% | $4,348+2.5% | $2,728+63.4% |
| Participant deferral / active EE | $9,538 | $4,904+94.5% | $6,035+58.0% | $4,651+105.1% |
| Admin fee / account holder | $182 | $340-46.4% | $12,696-98.6% | $433-57.9% |