Filed June 6, 2008 (most recent of 19 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $1,026,254 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $82,151 |
DLA PIPER1 year Filed as: DLA PPIPER Service code 29 · EIN 52-0616490 | Legal | $2,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,377 | $138,331-20.9% | $86,717+26.1% | $89,433+22.3% |
| Participation rate | 29.1% | 88.9%-59.8pp | 76.6%-47.5pp | 71.3%-42.2pp |
| Annual return | -12.86% | -11.72%-1.1pp | 35.97%-48.8pp | -11.88%-1.0pp |
| Employer contribution / active EE | $4,547 | $4,812-5.5% | $2,837+60.3% | $3,021+50.5% |
| Participant deferral / active EE | $4,043 | $8,027-49.6% | $4,657-13.2% | $5,125-21.1% |
| Admin fee / account holder | $107 | $64+67.3% | $7,494-98.6% | $79+35.1% |