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 INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $61,728 |
RANDALL & HURLEY, INC.6 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $44,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,249 |
Filed as: KENNEDY & COE, LLC Service code 10 3030 CORTLAND CIRCLE · SALINA, KS 67401 | Accounting | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,125 | $93,010-34.3% | $96,515-36.7% | $74,460-17.9% |
| Participation rate | 67.6% | 71.6%-3.9pp | 74.3%-6.7pp | 70.7%-3.1pp |
| Annual return | 16.40% | 37.50%-21.1pp | 35.73%-19.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,828 | $3,427-46.7% | $3,740-51.1% | $2,638-30.7% |
| Participant deferral / active EE | $3,496 | $3,971-12.0% | $4,880-28.4% | $4,530-22.8% |
| Admin fee / account holder | $298 | $633-53.0% | $6,735-95.6% | $348-14.4% |