Filed June 20, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $133,093 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $61,952 |
UHY LLP1 year Filed as: UHY ADVISORS MI INC Service code 10 12900 HALL RD STE 510 · STERLING HEIGHTS, MI 48313 | Accounting | $23,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,526 |
Employer 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 | $22,617 | $48,744-53.6% | $93,696-75.9% | $199,960-88.7% |
| Participation rate | 88.4% | 63.7%+24.7pp | 68.7%+19.7pp | 72.0%+16.4pp |
| Annual return | 15.08% | 15.36%-0.3pp | 133.74%-118.7pp | 34.28%-19.2pp |
| Employer contribution / active EE | $136 | $1,140-88.1% | $2,422-94.4% | $3,036-95.5% |
| Participant deferral / active EE | $4,398 | $2,825+55.7% | $4,417-0.4% | $5,087-13.5% |
| Admin fee / account holder | $88 | $195-54.8% | $8,287-98.9% | $269-67.3% |