Filed May 16, 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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,677 |
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 | $31,883 | $53,204-40.1% | $155,556-79.5% | $200,096-84.1% |
| Participation rate | 78.6% | 64.1%+14.5pp | 78.2%+0.4pp | 72.0%+6.6pp |
| Annual return | 12.67% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,179 | $1,850-36.3% | $4,675-74.8% | $3,038-61.2% |
| Participant deferral / active EE | $1,903 | $3,163-39.9% | $5,631-66.2% | $5,090-62.6% |
| Admin fee / account holder | $22 | $186-88.1% | $15,885-99.9% | $269-91.8% |