Filed February 15, 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 INS. CO OF AMERICA Service code 55 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $48,919 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY, STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $18,838 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,829 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $6,675 |
Service code 99 4208 SIX FORKS RD, STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,633 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50266 | Other Commissions | $0 |
Filed as: WILLSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $59,467-100.0% | $93,727-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 12.99% | 82.14%-69.1pp | 133.83%-120.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,083 | $1,267+64.4% | $2,421-14.0% | $2,626-20.7% |
| Participant deferral / active EE | $6,753 | $3,052+121.3% | $4,417+52.9% | $4,350+55.2% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |