Filed October 18, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $95,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,244 |
MERCER1 year Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $11,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,498 | $87,621-20.7% | $86,460-19.6% | $77,906-10.8% |
| Participation rate | 89.3% | 85.8%+3.5pp | 80.3%+9.0pp | 73.7%+15.6pp |
| Annual return | -7.51% | -13.90%+6.4pp | 4399.82%-4407.3pp | 12.16%-19.7pp |
| Employer contribution / active EE | $881 | $3,474-74.6% | $3,771-76.6% | $2,846-69.1% |
| Participant deferral / active EE | $3,554 | $8,645-58.9% | $6,954-48.9% | $4,805-26.0% |
| Admin fee / account holder | $24 | $85-72.2% | $6,727-99.7% | $133-82.2% |