Filed February 23, 2005 (most recent of 2 filings on file)
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 ANNUTIY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,875 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $44,597 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $22,583 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
DOWNEAST PENSION SERVICES, INC.10+ years Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
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 | $57,350 | $54,213+5.8% | $93,696-38.8% | $77,736-26.2% |
| Participation rate | 96.6% | 64.0%+32.7pp | 68.7%+27.9pp | 70.6%+26.1pp |
| Annual return | 13.07% | 30.55%-17.5pp | 133.74%-120.7pp | 31.26%-18.2pp |
| Employer contribution / active EE | $1,940 | $1,168+66.0% | $2,422-19.9% | $2,728-28.9% |
| Participant deferral / active EE | $5,580 | $3,145+77.4% | $4,417+26.3% | $4,651+20.0% |
| Admin fee / account holder | $163 | $575-71.6% | $8,287-98.0% | $433-62.3% |