Filed January 5, 2009 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $108,104 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,000 |
AUDIT AND TAX SOLUTIONS4 years Filed as: AUDIT & TAX SOLUTIONS CPA INC Service code 10 · EIN 94-3211753 | Accounting | $20,750 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $13,426 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,887 | $45,365-36.3% | $58,516-50.6% | $96,393-70.0% |
| Participation rate | 83.6% | 30.9%+52.7pp | 50.9%+32.7pp | 71.3%+12.3pp |
| Annual return | 16.63% | 20.48%-3.9pp | 4253.81%-4237.2pp | 22.88%-6.3pp |
| Employer contribution / active EE | $367 | $584-37.2% | $1,054-65.2% | $3,239-88.7% |
| Participant deferral / active EE | $2,261 | $1,304+73.4% | $1,923+17.6% | $5,455-58.6% |
| Admin fee / account holder | $14 | $74-80.7% | $2,487-99.4% | $74-80.6% |