Filed May 21, 2008 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 28 · EIN 92-1819393 | Investment Management | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 84-0467907 | Contract Administrator | $0 |
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 | $70,937 | $151,490-53.2% | $76,030-6.7% | - |
| Participation rate | 81.1% | 67.5%+13.6pp | 69.1%+12.1pp | - |
| Annual return | 12.24% | 14.17%-1.9pp | 361.54%-349.3pp | - |
| Employer contribution / active EE | $2,658 | $2,542+4.6% | $2,688-1.1% | - |
| Participant deferral / active EE | $4,900 | $4,237+15.6% | $4,257+15.1% | - |
| Admin fee / account holder | $284 | $25,345-98.9% | $6,421-95.6% | - |