Filed December 20, 1994
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,358 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $2,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,454 | $101,795+57.6% | $165,100-2.8% | $80,959+98.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.54% | 16.73%-3.2pp | 70.21%-56.7pp | 35.67%-22.1pp |
| Employer contribution / active EE | $8,672 | $2,954+193.6% | $4,348+99.4% | $2,757+214.5% |
| Participant deferral / active EE | $11,301 | $4,476+152.5% | $6,035+87.3% | $4,300+162.8% |
| Admin fee / account holder | $530 | $8,221-93.6% | $12,696-95.8% | $6,925-92.3% |