Filed December 22, 2004 (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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $258,335 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $51,600 |
HEDMAN PARTNERS LLP1 year Service code 10 27441 TOURNEY RD STE 200 · VALENCIA, CA 91355 | Accounting | $28,668 |
JF SHEA CO INC6 years Service code 99 8800 N GAINEY CENTER DR STE 350 · SCOTTSDALE, AZ 85258 | Other Fees | $18,007 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $171,007 | $88,479+93.3% | $96,543+77.1% | $80,187+113.3% |
| Participation rate | 96.3% | 79.9%+16.3pp | 74.3%+21.9pp | 72.9%+23.3pp |
| Annual return | 16.04% | 22.53%-6.5pp | 35.75%-19.7pp | 40.40%-24.4pp |
| Employer contribution / active EE | $4,756 | $4,177+13.9% | $3,741+27.2% | $2,980+59.6% |
| Participant deferral / active EE | $10,620 | $3,961+168.1% | $4,880+117.6% | $5,016+111.7% |
| Admin fee / account holder | $140 | $211-33.6% | $6,737-97.9% | $145-3.2% |