Filed January 10, 1997
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 |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,783 |
FORUSALL, INC.3 years Filed as: FORUSALL Service code 27 665 THIRD ST STE 400 · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $4,166 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,232 | $30,107+86.8% | $61,452-8.5% | $64,819-13.2% |
| Participation rate | 18.7% | 36.4%-17.7pp | 52.6%-33.9pp | 71.5%-52.8pp |
| Annual return | -14.26% | -13.99%-0.3pp | 338.96%-353.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $15 | $537-97.2% | $1,160-98.7% | $2,507-99.4% |
| Participant deferral / active EE | $647 | $1,126-42.5% | $2,125-69.5% | $4,311-85.0% |
| Admin fee / account holder | $298 | $148+101.2% | $2,131-86.0% | $188+58.8% |