Filed August 17, 2006
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 | $65,135 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $59,964 |
Service code 27 3440 TORINGDON WAY STE 205 · CHARLOTTE, NC 28277 | Advisory (Plan) | $4,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,961 |
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $925 |
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 | $144,511-100.0% | $67,575-100.0% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 14.32% | 20.85%-6.5pp | 3528.98%-3514.7pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,736-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,003-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,993-100.0% | - |