Filed November 26, 2012 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $65,571 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $49,220 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,902 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $5,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,551 | $104,919-50.9% | $116,228-55.6% | $85,563-39.8% |
| Participation rate | 92.6% | 78.6%+14.0pp | 74.6%+18.0pp | 66.0%+26.6pp |
| Annual return | 16.75% | 15.38%+1.4pp | 90.06%-73.3pp | 31.51%-14.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $2,994-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,910 | $5,306-7.5% | $4,953-0.9% | $4,375+12.2% |
| Admin fee / account holder | $252 | $429-41.3% | $11,989-97.9% | $834-69.8% |