Filed June 7, 2013
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109,654 |
PASADENA PRIVATE WEALTH LLC5 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91011 | Advisory (Plan) | $105,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,626 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $52,330 |
FARBER HASS HURLEY LLP10+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $25,800 |
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.
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 | $44,744 | $122,128-63.4% | $147,117-69.6% | $200,096-77.6% |
| Participation rate | 94.5% | 78.2%+16.3pp | 82.2%+12.3pp | 72.0%+22.4pp |
| Annual return | 9.38% | 30.58%-21.2pp | 420.54%-411.2pp | 34.26%-24.9pp |
| Employer contribution / active EE | $825 | $4,093-79.8% | $4,932-83.3% | $3,038-72.8% |
| Participant deferral / active EE | $4,888 | $8,484-42.4% | $8,065-39.4% | $5,090-4.0% |
| Admin fee / account holder | $209 | $180+16.5% | $12,993-98.4% | $269-22.3% |