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 15 · EIN 84-0467907 | Recordkeeping | $179,349 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-0467907 | Advisory (Participants) | $74,903 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,907 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $22,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $18,458 | $61,756-70.1% | $70,098-73.7% | $77,906-76.3% |
| Participation rate | 76.6% | 79.9%-3.3pp | 70.5%+6.1pp | 73.7%+2.9pp |
| Annual return | -17.57% | -11.86%-5.7pp | 190.76%-208.3pp | 12.16%-29.7pp |
| Employer contribution / active EE | $516 | $2,706-80.9% | $2,560-79.8% | $2,846-81.9% |
| Participant deferral / active EE | $1,872 | $3,977-52.9% | $3,849-51.4% | $4,805-61.0% |
| Admin fee / account holder | $69 | $101-31.6% | $6,266-98.9% | $133-47.8% |