Filed June 14, 2006
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 INS CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,803 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $45,595 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $12,986 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD. STE. 100 · OVERLAND PARK, AZ 66211 | Investment Management | $8,207 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,922 | $73,532-48.4% | $178,540-78.8% | $74,459-49.1% |
| Participation rate | 99.1% | 66.6%+32.5pp | 77.1%+22.0pp | 67.2%+31.9pp |
| Annual return | 16.45% | 17.51%-1.1pp | 27.15%-10.7pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $3,693 | $2,221+66.3% | $3,953-6.6% | $2,626+40.6% |
| Participant deferral / active EE | $6,754 | $4,519+49.5% | $6,281+7.5% | $4,350+55.3% |
| Admin fee / account holder | $332 | $1,813-81.7% | $10,424-96.8% | $1,945-82.9% |