Filed July 27, 2004
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: PENSERVCO INC Service code 13 · EIN 20-1916735 600 BYPASS DR STE 223A · CLEARWATER, FL 33764 | Contract Administrator | $6,221 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,561 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,110 |
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $1,010 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,729-100.0% | $86,235-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 60.1%-60.1pp | 69.0%-69.0pp | 67.9%-67.9pp |
| Annual return | 15.56% | 20.07%-4.5pp | 1170.03%-1154.5pp | 28.97%-13.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,100 | $3,110-0.3% | $3,987-22.2% | $4,291-27.8% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |