Filed June 8, 2009
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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $74,241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,406 |
RANDALL & HURLEY, INC.7 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $28,867 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,311 |
KCOE ISOM, LLP1 year Filed as: KCOE ISOM LLP Service code 10 PO BOX · KANSAS CITY, MO 64187 | Accounting | $15,225 |
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 | $75,412 | $83,023-9.2% | $102,437-26.4% | $77,762-3.0% |
| Participation rate | 78.3% | 71.5%+6.8pp | 74.5%+3.8pp | 70.6%+7.7pp |
| Annual return | 40.53% | 19.12%+21.4pp | 24.95%+15.6pp | 31.27%+9.3pp |
| Employer contribution / active EE | $3,184 | $3,552-10.4% | $3,871-17.7% | $2,728+16.7% |
| Participant deferral / active EE | $3,982 | $4,110-3.1% | $5,060-21.3% | $4,651-14.4% |
| Admin fee / account holder | $270 | $639-57.7% | $8,388-96.8% | $433-37.6% |