Filed June 20, 2007 (most recent of 3 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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,646 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD, STE 240 N · MELVILLE, NY 11747 | Contract Administrator | $37,622 |
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $7,682 |
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 | $60,852 | $93,010-34.6% | $96,543-37.0% | $74,478-18.3% |
| Participation rate | 87.5% | 71.6%+15.9pp | 74.3%+13.2pp | 70.7%+16.8pp |
| Annual return | 19.01% | 37.50%-18.5pp | 35.75%-16.7pp | 34.37%-15.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,741-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,869 | $3,971+123.3% | $4,880+81.7% | $4,530+95.8% |
| Admin fee / account holder | $168 | $633-73.4% | $6,737-97.5% | $347-51.5% |