Filed October 18, 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 INS. CO. OF AMERICA Service code 49 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Other Services | $41,955 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,645 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Services | $6,040 |
MMLIS3 years Service code 49 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $6,040 |
Filed as: THIRD PARTY ADMINISTRATORS Service code 13 2 EXECUTIVE PARK DR · BEDFORD, NH 03110 | Contract Administrator | $2,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,483 | $38,165+0.8% | $189,758-79.7% | $69,255-44.4% |
| Participation rate | 39.7% | 66.7%-26.9pp | 79.8%-40.1pp | 69.0%-29.3pp |
| Annual return | 12.37% | 14.65%-2.3pp | 52.62%-40.2pp | 26.73%-14.4pp |
| Employer contribution / active EE | $703 | $1,589-55.8% | $4,767-85.3% | $2,645-73.4% |
| Participant deferral / active EE | $1,794 | $2,073-13.5% | $5,856-69.4% | $2,890-37.9% |
| Admin fee / account holder | $253 | $714-64.5% | $20,388-98.8% | $733-65.4% |