Filed December 15, 2006 (most recent of 5 filings on file)
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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $330,907 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS INC Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $50,609 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $16,540 |
Filed as: CHARLES SCHWAB CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage | $615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,808 | $36,773+136.1% | $189,758-54.3% | $85,660+1.3% |
| Participation rate | 58.3% | 63.3%-5.0pp | 79.8%-21.5pp | 74.8%-16.5pp |
| Annual return | 13.44% | 55.47%-42.0pp | 52.62%-39.2pp | 19.52%-6.1pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,767-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $4,814 | $1,800+167.5% | $5,856-17.8% | $3,518+36.8% |
| Admin fee / account holder | $109 | $132-17.3% | $20,388-99.5% | $224-51.4% |