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.
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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 | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,407 | $45,031+11.9% | $84,966-40.7% | $77,643-35.1% |
| Participation rate | 85.3% | 48.7%+36.6pp | 67.5%+17.8pp | 70.6%+14.7pp |
| Annual return | 13.56% | 79.22%-65.7pp | 66.38%-52.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,125 | $1,609-30.1% | $2,727-58.7% | $2,726-58.7% |
| Participant deferral / active EE | $5,800 | $2,807+106.6% | $4,519+28.3% | $4,647+24.8% |
| Admin fee / account holder | $262 | $912-71.2% | $6,149-95.7% | $430-39.0% |