Filed September 28, 1992
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 |
|---|---|---|
LION STREET ADVISORS LLC4 years Service code 27 · EIN 80-0946231 515 CONGRESS AVE. STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $64,292 |
THE FINWAY GROUP3 years Service code 13 5625 MILLS CIVIC PKWY, STE. 101 · WEST DES MOINE, IA 50266 | Contract Administrator | $49,623 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,323 |
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 | $56,189 | $89,123-37.0% | $102,460-45.2% | $77,762-27.7% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 31.19% | 25.05%+6.1pp | 29.47%+1.7pp | 31.27%-0.1pp |
| Employer contribution / active EE | $1,407 | $2,700-47.9% | $3,025-53.5% | $2,728-48.4% |
| Participant deferral / active EE | $4,164 | $5,148-19.1% | $5,056-17.7% | $4,651-10.5% |
| Admin fee / account holder | $207 | $236-12.2% | $9,460-97.8% | $433-52.2% |