Filed December 10, 2005
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 | $427,240 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $103,411 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC Service code 27 2929 ALLEN PKWY · HOUSTON, TX 770192178 | Advisory (Plan) | $55,858 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,963 | $36,728+104.1% | $56,025+33.8% | $99,313-24.5% |
| Participation rate | 40.6% | 25.4%+15.2pp | 52.5%-11.9pp | 71.7%-31.1pp |
| Annual return | 15.86% | 14.66%+1.2pp | 1712.69%-1696.8pp | 17.67%-1.8pp |
| Employer contribution / active EE | $1,156 | $415+178.9% | $1,042+11.0% | $3,264-64.6% |
| Participant deferral / active EE | $2,624 | $1,058+148.0% | $1,955+34.2% | $5,346-50.9% |
| Admin fee / account holder | $154 | $113+36.4% | $2,828-94.5% | $109+41.3% |