Filed January 12, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $286,289 |
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $47,045 |
PENSION ASSURANCE LLP6 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $24,250 |
NIXON PEABODY LLP2 years Service code 99 PO BOX 28012 · NEW YORK, NY 100878013 | Other Fees | $5,961 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,428 | $76,172-62.7% | $81,353-65.1% | $199,960-85.8% |
| Participation rate | 84.0% | 76.2%+7.8pp | 69.5%+14.4pp | 72.0%+12.0pp |
| Annual return | 19.35% | 15.59%+3.8pp | 24.82%-5.5pp | 34.28%-14.9pp |
| Employer contribution / active EE | $651 | $2,800-76.7% | $2,464-73.6% | $3,036-78.5% |
| Participant deferral / active EE | $2,412 | $4,200-42.6% | $3,885-37.9% | $5,087-52.6% |
| Admin fee / account holder | $89 | $146-39.0% | $5,766-98.5% | $269-66.9% |