Filed July 20, 1
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $137,782 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 10 733 THIRD AVE · NEW YORK, NY 10017 | Accounting | $45,150 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $17,500 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Advisory (Plan) | $17,500 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,409 | $71,142+170.5% | $119,609+60.9% | $64,808+196.9% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | -14.62% | -10.01%-4.6pp | -14.97%+0.3pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,521 | $2,497+81.0% | $4,232+6.8% | $2,506+80.4% |
| Participant deferral / active EE | $9,861 | $4,490+119.6% | $5,602+76.0% | $4,310+128.8% |
| Admin fee / account holder | $185 | $162+14.3% | $10,323-98.2% | $188-1.3% |