Filed September 30, 2015
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118,376 |
MARILYN RYDING2+ years Service code 99 PO BOX 6071 · LA QUINTA, CA 92248 | Other Fees | $64,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 53707 | Accounting | $22,000 |
Service code 16 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Consulting | $11,500 |
CAPITAL SYNERGY PARTNERS2+ years Service code 55 4400 MCARTHUR BLVD #850 · NEWPORT BEACH, CA 92660 | Other Commissions | $10,644 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,985 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 99 101 PARK AVE 14TH FLOOR · NEW YORK, NY 10178 | Other Fees | $494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,226 | $148,970-79.0% | $133,698-76.6% | $200,096-84.4% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.4%+10.5pp | 72.0%+14.9pp |
| Annual return | 15.29% | 27.07%-11.8pp | 580.90%-565.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $795 | $3,561-77.7% | $4,218-81.2% | $3,038-73.8% |
| Participant deferral / active EE | $3,627 | $6,140-40.9% | $7,016-48.3% | $5,090-28.7% |
| Admin fee / account holder | $56 | $144-60.9% | $6,703-99.2% | $269-79.1% |