Filed May 23, 2014 (most recent of 2 filings on file)
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 · GREEENWOOD, CO 80111 | Recordkeeping Fees | $88,549 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $30,000 |
COASTAL PENSION SERVICES1 year Service code 13 7230 LEE DEFOREST DR. STE 102 · COLUMBIA, MD 21046 | Contract Administrator | $26,633 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,071 |
HANNIS T. BOURGEOIS, LLP10+ years Service code 10 2322 TREMONT DR STE 220 · BATON ROUGE, LA 70809 | Accounting | $10,401 |
CROWE LLP7 years Service code 99 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Other Fees | -$7,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $35,693 | $83,023-57.0% | $102,437-65.2% | $77,762-54.1% |
| Participation rate | 61.2% | 71.5%-10.4pp | 74.5%-13.3pp | 70.6%-9.4pp |
| Annual return | 7.30% | 19.12%-11.8pp | 24.95%-17.6pp | 31.27%-24.0pp |
| Employer contribution / active EE | $1 | $3,552-100.0% | $3,871-100.0% | $2,728-99.9% |
| Participant deferral / active EE | $2,760 | $4,110-32.9% | $5,060-45.5% | $4,651-40.7% |
| Admin fee / account holder | $208 | $639-67.4% | $8,388-97.5% | $433-51.9% |