Filed September 1, 2014
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 CO OF AME Service code 28 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $209,448 |
PURSHE KAPLAN STERLING INV6 years Filed as: PURSHE KAPLAN STERLING INV INC Service code 55 | Other Commissions | $59,664 |
PREMIER PLAN CONSULTANTS5 years Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $5,000 |
PURSCHE KAPLAN STERLING INV5 years Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,198 | $101,672-19.2% | $147,117-44.1% | $74,478+10.4% |
| Participation rate | 89.6% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.3pp |
| Annual return | 14.37% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,911 | $3,813+2.6% | $4,932-20.7% | $2,626+48.9% |
| Participant deferral / active EE | $7,364 | $7,305+0.8% | $8,065-8.7% | $4,350+69.3% |
| Admin fee / account holder | $535 | $1,753-69.5% | $12,993-95.9% | $1,946-72.5% |