Filed July 22, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,597 |
USI CONSULTING GROUP8 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $40,000 |
PURVIS GRAY1 year Filed as: PURVIS GRAY AND COMPANY LLP Service code 10 PO BOX 141270 · GAINSVILLE, FL 326141270 | Accounting | $20,000 |
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 | $50,407 | $45,109+11.7% | $85,240-40.9% | $77,762-35.2% |
| Participation rate | 85.3% | 48.7%+36.6pp | 67.5%+17.7pp | 70.6%+14.7pp |
| Annual return | 13.56% | 79.55%-66.0pp | 66.75%-53.2pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,125 | $1,602-29.7% | $2,735-58.9% | $2,728-58.8% |
| Participant deferral / active EE | $5,800 | $2,814+106.1% | $4,527+28.1% | $4,651+24.7% |
| Admin fee / account holder | $262 | $915-71.3% | $6,165-95.7% | $433-39.4% |