Filed January 20, 1993
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 INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,500 |
KPP ADVISORY SERVICES2 years Service code 27 9300 SHELBYVILLE ROAD, SUITE 1310 · LOUISVILLE, KY 40222 | Advisory (Plan) | $19,200 |
ASCENSUS LLC4 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $15,871 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,214 | $101,672+17.3% | $147,117-19.0% | $74,478+60.1% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 14.31% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $6,102 | $3,813+60.0% | $4,932+23.7% | $2,626+132.3% |
| Participant deferral / active EE | $7,172 | $7,305-1.8% | $8,065-11.1% | $4,350+64.9% |
| Admin fee / account holder | $309 | $1,753-82.4% | $12,993-97.6% | $1,946-84.1% |