Filed October 18, 2004 (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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9+ years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $43,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,473 |
ARMSTRONG TEASDALE8 years Filed as: ARMSTRONG BANK Service code 99 1111 W BROADWAY · MUSKOGEE, OK 74401 | Other Fees | $37,222 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $21,119 |
Filed as: EMPOWER ANNUITY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,619 | $100,272-21.6% | $170,043-53.8% | $74,460+5.6% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 13.87% | 66.12%-52.3pp | 53.40%-39.5pp | 34.38%-20.5pp |
| Employer contribution / active EE | $3,249 | $4,266-23.8% | $6,790-52.1% | $2,638+23.2% |
| Participant deferral / active EE | $5,249 | $7,147-26.6% | $10,410-49.6% | $4,530+15.9% |
| Admin fee / account holder | $239 | $235+2.0% | $12,824-98.1% | $348-31.2% |