Filed March 25, 2012
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 |
|---|---|---|
Service code 27 PO BOX 35142 · SEATTLE, WA 981245142 | Advisory (Plan) | $26,559 |
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,561 |
PLATFORM CPAS LLP1 year Service code 99 7410 SW BEVELAND RD · TIGARD, OR 97223 | Other Fees | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,623 | $73,532-38.0% | $178,540-74.4% | $74,459-38.7% |
| Participation rate | 51.6% | 66.6%-15.0pp | 77.1%-25.5pp | 67.2%-15.6pp |
| Annual return | 11.03% | 17.51%-6.5pp | 27.15%-16.1pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,441 | $2,221-35.1% | $3,953-63.5% | $2,626-45.1% |
| Participant deferral / active EE | $2,993 | $4,519-33.8% | $6,281-52.3% | $4,350-31.2% |
| Admin fee / account holder | $364 | $1,813-79.9% | $10,424-96.5% | $1,945-81.3% |