Filed October 7, 2008
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 |
|---|---|---|
JLK ROSENBERGER LLP4 years Filed as: JLK PARTNERS LLP Service code 10 · EIN 27-1532099 | Accounting | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,424 | $122,042+416.6% | $184,260+242.1% | $74,459+746.7% |
| Participation rate | 76.6% | 85.5%-8.9pp | 86.8%-10.3pp | 67.2%+9.3pp |
| Annual return | 15.22% | 19.91%-4.7pp | 28.84%-13.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $7,212 | $4,537+59.0% | $6,427+12.2% | $2,626+174.7% |
| Participant deferral / active EE | $13,523 | $7,143+89.3% | $9,133+48.1% | $4,350+210.9% |
| Admin fee / account holder | $110 | $1,252-91.2% | $13,898-99.2% | $1,945-94.3% |