Filed August 5, 1991
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $397,615 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $63,189 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 99 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Other Fees | $50,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $240,772 | $126,505+90.3% | $199,883+20.5% | $126,505+90.3% |
| Participation rate | 97.4% | 81.0%+16.4pp | 86.8%+10.7pp | 81.0%+16.4pp |
| Annual return | 16.06% | 14.86%+1.2pp | 43.81%-27.7pp | 14.86%+1.2pp |
| Employer contribution / active EE | $1,663 | $4,041-58.8% | $6,261-73.4% | $4,041-58.8% |
| Participant deferral / active EE | $17,046 | $6,313+170.0% | $9,138+86.5% | $6,313+170.0% |
| Admin fee / account holder | $46 | $145-68.1% | $17,268-99.7% | $145-68.1% |