Filed August 23, 2002
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 | $29,121 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $22,688 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,716 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,884 | $56,638+39.3% | $169,397-53.4% | $74,473+5.9% |
| Participation rate | 98.4% | 67.5%+30.9pp | 77.2%+21.2pp | 70.7%+27.7pp |
| Annual return | 16.47% | 24.75%-8.3pp | 406.23%-389.8pp | 34.36%-17.9pp |
| Employer contribution / active EE | $5,336 | $2,027+163.3% | $4,013+33.0% | $2,638+102.2% |
| Participant deferral / active EE | $9,504 | $4,223+125.1% | $6,223+52.7% | $4,530+109.8% |
| Admin fee / account holder | $144 | $307-52.9% | $9,017-98.4% | $347-58.4% |