Filed July 18, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $165,282 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $57,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,501 | $88,479-12.4% | $96,543-19.7% | $80,187-3.3% |
| Participation rate | 62.7% | 79.9%-17.3pp | 74.3%-11.7pp | 72.9%-10.3pp |
| Annual return | 14.69% | 22.53%-7.8pp | 35.75%-21.1pp | 40.40%-25.7pp |
| Employer contribution / active EE | $2,045 | $4,177-51.0% | $3,741-45.3% | $2,980-31.4% |
| Participant deferral / active EE | $3,152 | $3,961-20.4% | $4,880-35.4% | $5,016-37.2% |
| Admin fee / account holder | $60 | $211-71.5% | $6,737-99.1% | $145-58.4% |