Filed October 18, 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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,643 |
THE LAMPO GROUP, INC.6 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Other Fees | $26,350 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $24,012 |
PBMARES, LLP2 years Service code 13 701 TOWN CENTER DRIVE SUITE 500 · NEWPORT NEWS, VA 23606 | Contract Administrator | $17,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,231 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 13 | Contract Administrator | $10,000 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Other Fees | $8,711 |
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 | $29,505 | $65,960-55.3% | $81,882-64.0% | $77,762-62.1% |
| Participation rate | 99.8% | 65.8%+34.0pp | 72.4%+27.4pp | 70.6%+29.2pp |
| Annual return | 16.54% | 26.64%-10.1pp | 779.47%-762.9pp | 31.27%-14.7pp |
| Employer contribution / active EE | $2,612 | $2,375+10.0% | $2,916-10.4% | $2,728-4.3% |
| Participant deferral / active EE | $2,650 | $3,505-24.4% | $4,323-38.7% | $4,651-43.0% |
| Admin fee / account holder | $229 | $526-56.5% | $7,360-96.9% | $433-47.1% |