Filed June 22, 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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC7 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $39,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $30,480 |
PENSION PLAN SPECIALISTS, PC7 years Filed as: PENSION PLAN SPECIALISTS Service code 13 | Contract Administrator | $10,000 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $6,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,673 |
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).
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 | $81,007 | $78,607+3.1% | $105,624-23.3% | $74,478+8.8% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.9pp | 67.2%+30.9pp |
| Annual return | 14.79% | 15.96%-1.2pp | 116.20%-101.4pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $790 | $2,523-68.7% | $3,168-75.1% | $2,626-69.9% |
| Participant deferral / active EE | $4,581 | $4,325+5.9% | $5,013-8.6% | $4,350+5.3% |
| Admin fee / account holder | $404 | $2,220-81.8% | $10,961-96.3% | $1,946-79.2% |