Filed November 9, 2005
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,251 |
Service code 13 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $15,136 |
LANIGAN AND ASSOC.6 years Service code 99 · EIN 58-1304721 | Other Fees | $11,300 |
Filed as: DYATECH LLC Service code 99 | Other Fees | $257 |
Filed as: DYATECH Service code 99 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Other Fees | $40 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,940 | $59,448-59.7% | $93,696-74.4% | $74,459-67.8% |
| Participation rate | 75.5% | 59.6%+15.9pp | 68.7%+6.8pp | 67.2%+8.3pp |
| Annual return | 7.51% | 82.11%-74.6pp | 133.74%-126.2pp | 1369.70%-1362.2pp |
| Employer contribution / active EE | $779 | $1,266-38.5% | $2,422-67.8% | $2,626-70.3% |
| Participant deferral / active EE | $4,130 | $3,052+35.3% | $4,417-6.5% | $4,350-5.1% |
| Admin fee / account holder | $288 | $3,027-90.5% | $8,287-96.5% | $1,945-85.2% |