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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $493,850 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $38,735 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP INC Service code 14 · EIN 65-0694077 | Plan Administrator | $375 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL FINANCIAL CORP. Service code 49 ONE FINANCIAL PLAZA,501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Services | $75 |
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).
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 | $198,589 | $129,756+53.0% | $170,055+16.8% | $103,657+91.6% |
| Participation rate | 98.1% | 91.3%+6.8pp | 87.0%+11.1pp | 73.4%+24.7pp |
| Annual return | 19.34% | 20.17%-0.8pp | 53.43%-34.1pp | 33.13%-13.8pp |
| Employer contribution / active EE | $1,727 | $5,236-67.0% | $6,790-74.6% | $3,216-46.3% |
| Participant deferral / active EE | $15,470 | $8,283+86.8% | $10,410+48.6% | $5,218+196.5% |
| Admin fee / account holder | $54 | $73-25.9% | $12,828-99.6% | $114-52.7% |