Filed December 10, 1997
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 | $219,699 |
FIRST LIGHT RETIREMENT LLC3 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $106,601 |
NATIONAL BENEFIT SERVICES, LLC9+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $60,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $246,662 | $106,264+132.1% | $147,117+67.7% | $77,762+217.2% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 24.93% | 56.94%-32.0pp | 420.54%-395.6pp | 31.27%-6.3pp |
| Employer contribution / active EE | $12,895 | $4,074+216.5% | $4,932+161.4% | $2,728+372.7% |
| Participant deferral / active EE | $8,030 | $8,003+0.3% | $8,065-0.4% | $4,651+72.7% |
| Admin fee / account holder | $568 | $334+69.8% | $12,993-95.6% | $433+31.1% |