Filed December 24, 2004
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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,585 |
VANCE WEALTH2 years Filed as: VANCE WEALTH INC Service code 27 26491 SUMMIT CIR · SANTA CLARITA, CA 91350 | Advisory (Plan) | $11,338 |
PENSION ASSURANCE LLP7 years Service code 10 · EIN 30-0840934 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Accounting | $10,300 |
PREMIER PLAN CONSULTANTS4 years Service code 13 · EIN 27-0885049 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $1,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,464 | $73,019+19.8% | $90,766-3.6% | $68,490+27.7% |
| Participation rate | 23.5% | 70.8%-47.4pp | 75.7%-52.2pp | 67.9%-44.4pp |
| Annual return | -14.04% | -13.81%-0.2pp | -12.16%-1.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $730 | $2,193-66.7% | $2,922-75.0% | $2,597-71.9% |
| Participant deferral / active EE | $2,379 | $3,626-34.4% | $4,565-47.9% | $4,028-40.9% |
| Admin fee / account holder | $1,182 | $5,897-79.9% | $8,446-86.0% | $5,403-78.1% |