Filed June 27, 2003
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $324,144 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $100,000 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $73,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $134,654 | $130,052+3.5% | $86,717+55.3% | $77,906+72.8% |
| Participation rate | 59.1% | 85.9%-26.8pp | 76.6%-17.4pp | 73.7%-14.5pp |
| Annual return | -25.09% | -12.73%-12.4pp | 35.97%-61.1pp | 12.16%-37.2pp |
| Employer contribution / active EE | $2,743 | $3,214-14.6% | $2,837-3.3% | $2,846-3.6% |
| Participant deferral / active EE | $6,109 | $5,741+6.4% | $4,657+31.2% | $4,805+27.1% |
| Admin fee / account holder | $293 | $132+122.0% | $7,494-96.1% | $133+120.9% |