Filed November 9, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES10+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $19,362 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,038 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,131 |
PPS PENSION & FINANCIAL SERVICES10+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,149 |
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 | $32,915 | $55,470-40.7% | $155,556-78.8% | $74,478-55.8% |
| Participation rate | 70.5% | 61.9%+8.6pp | 78.2%-7.7pp | 67.2%+3.3pp |
| Annual return | 12.21% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $588 | $2,267-74.1% | $4,675-87.4% | $2,626-77.6% |
| Participant deferral / active EE | $2,027 | $2,838-28.6% | $5,631-64.0% | $4,350-53.4% |
| Admin fee / account holder | $142 | $1,744-91.8% | $15,885-99.1% | $1,946-92.7% |