Filed December 10, 1992
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 | $76,681 |
REGIONS BANK2 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $23,839 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $22,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,459 | $62,686-24.3% | $178,505-73.4% | $77,762-39.0% |
| Participation rate | 53.3% | 66.9%-13.6pp | 77.1%-23.8pp | 70.6%-17.3pp |
| Annual return | 11.58% | 16.16%-4.6pp | 27.16%-15.6pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,158 | $1,914-39.5% | $3,955-70.7% | $2,728-57.5% |
| Participant deferral / active EE | $1,883 | $4,224-55.4% | $6,280-70.0% | $4,651-59.5% |
| Admin fee / account holder | $225 | $386-41.8% | $10,428-97.8% | $433-48.1% |