Filed November 9, 2005
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 15 · EIN 84-0467907 | Recordkeeping | $768,804 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $348,331 |
WARNER NORCROSS & JUDD LLP9+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $66,377 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $132,566 | $53,531+147.6% | $86,251+53.7% | $96,393+37.5% |
| Participation rate | 96.9% | 53.4%+43.5pp | 69.0%+28.0pp | 71.3%+25.7pp |
| Annual return | 18.23% | 20.51%-2.3pp | 1170.54%-1152.3pp | 22.88%-4.6pp |
| Employer contribution / active EE | $4,874 | $1,158+320.8% | $2,381+104.7% | $3,239+50.5% |
| Participant deferral / active EE | $6,050 | $1,965+207.9% | $3,987+51.7% | $5,455+10.9% |
| Admin fee / account holder | $83 | $55+50.5% | $6,857-98.8% | $74+13.0% |