Filed May 20, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,565 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $36,073 |
Service code 27 444 W 47TH ST · KANSAS CITY, MO 64112 | Advisory (Plan) | $32,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,324 | $56,503+121.8% | $69,884+79.3% | $64,819+93.3% |
| Participation rate | 65.0% | 70.5%-5.4pp | 70.5%-5.4pp | 71.5%-6.4pp |
| Annual return | -14.59% | -13.44%-1.2pp | 190.81%-205.4pp | 32.84%-47.4pp |
| Employer contribution / active EE | $9,447 | $2,046+361.6% | $2,560+269.0% | $2,507+276.8% |
| Participant deferral / active EE | $7,109 | $3,389+109.8% | $3,848+84.7% | $4,311+64.9% |
| Admin fee / account holder | $282 | $160+75.8% | $6,266-95.5% | $188+50.1% |