Filed March 17, 1997
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 · EIN 84-0467907 | Recordkeeping | $323,892 |
TRANSDIGM INC1 year Service code 99 1301 E 9TH STE 3000 · CLEVELAND, OH 44114 | Other Fees | $18,000 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 PO BOX 92947 · CLEVELAND, OH 441942947 | Accounting | $15,400 |
Service code 16 · EIN 34-1820650 | Consulting | $1,600 |
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 | $112,053 | $118,464-5.4% | $96,564+16.0% | $103,657+8.1% |
| Participation rate | 93.5% | 89.0%+4.5pp | 76.0%+17.5pp | 73.4%+20.1pp |
| Annual return | 17.38% | 18.79%-1.4pp | 25.89%-8.5pp | 33.13%-15.7pp |
| Employer contribution / active EE | $3,526 | $4,210-16.3% | $2,967+18.8% | $3,216+9.6% |
| Participant deferral / active EE | $7,499 | $7,277+3.1% | $4,852+54.6% | $5,218+43.7% |
| Admin fee / account holder | $32 | $81-60.1% | $8,256-99.6% | $114-71.6% |