Filed May 10, 2006
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 |
|---|---|---|
MCFARLIN & BROKKE PC1 year Service code 99 14400 BRANCH STREET · OMAHA, NE 68154 | Other Fees | $30,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,019 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $14,904 |
Filed as: WESTERN INTERNATIONAL SECURITIES IN Service code 55 | Other Commissions | $7,391 |
Filed as: BENEFIT PLANS INC Service code 13 | Contract Administrator | $2,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $229 |
Service code 55 70 SOUTH LAKE AVE STE 700 · PASADENA, CA 91101 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,413 | $24,891-46.1% | $69,623-80.7% | $74,459-82.0% |
| Participation rate | 76.1% | 63.4%+12.7pp | 66.4%+9.7pp | 67.2%+8.9pp |
| Annual return | 10.98% | 18.53%-7.5pp | 101.23%-90.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $336 | $1,005-66.5% | $1,709-80.3% | $2,626-87.2% |
| Participant deferral / active EE | $1,606 | $1,908-15.8% | $2,890-44.4% | $4,350-63.1% |
| Admin fee / account holder | $0 | $1,904-100.0% | $4,696-100.0% | $1,945-100.0% |