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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,483 | $50,982-24.5% | $154,803-75.1% | $85,563-55.0% |
| Participation rate | 39.7% | 59.8%-20.0pp | 78.1%-38.3pp | 66.0%-26.2pp |
| Annual return | 12.37% | 30.35%-18.0pp | 58.88%-46.5pp | 31.51%-19.1pp |
| Employer contribution / active EE | $703 | $1,708-58.9% | $4,305-83.7% | $2,654-73.5% |
| Participant deferral / active EE | $1,794 | $2,474-27.5% | $5,540-67.6% | $4,375-59.0% |
| Admin fee / account holder | $253 | $846-70.1% | $14,329-98.2% | $834-69.6% |