Filed February 24, 2006 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUTIY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $827,888 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $60,000 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $32,550 |
FENNEMORE CRAIG5 years Service code 29 2394 EAST CAMELBACK RD STE 600 · PHOENIX, AZ 85016 | Legal | $5,780 |
Filed as: CHARLES SCHWAB & CO INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $66 |
TD AMERITRADE, INC.8 years Service code 33 | Shareholder servicing fees; Securitie... | $50 |
Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 2002 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $70,110 | $53,531+31.0% | $86,251-18.7% | $96,393-27.3% |
| Participation rate | 95.6% | 53.4%+42.1pp | 69.0%+26.6pp | 71.3%+24.3pp |
| Annual return | 16.47% | 20.51%-4.0pp | 1170.54%-1154.1pp | 22.88%-6.4pp |
| Employer contribution / active EE | $3,661 | $1,158+216.0% | $2,381+53.7% | $3,239+13.0% |
| Participant deferral / active EE | $4,406 | $1,965+124.2% | $3,987+10.5% | $5,455-19.2% |
| Admin fee / account holder | $55 | $55-1.4% | $6,857-99.2% | $74-26.0% |