Filed October 18, 2004
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 | $33,972 |
MELTON & MELTON LLP4 years Service code 10 6002 ROGERDALE STE 200 · HOUSTON, TX 77433 | Accounting | $32,000 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,279 | $96,486-15.8% | $153,485-47.0% | $77,643+4.7% |
| Participation rate | 95.6% | 81.6%+14.0pp | 77.1%+18.5pp | 70.6%+25.1pp |
| Annual return | 16.33% | 14.44%+1.9pp | 15.65%+0.7pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,300 | $5,224-17.7% | $5,039-14.7% | $2,726+57.8% |
| Participant deferral / active EE | $6,646 | $6,609+0.6% | $6,757-1.6% | $4,647+43.0% |
| Admin fee / account holder | $56 | $182-69.3% | $12,724-99.6% | $430-87.0% |