Filed April 6, 2007
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 | $31,080 |
MMA SECURITIES LLC9 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
GRAY, GRAY & GRAY2 years Filed as: GRAY, GRAY & GRAY, LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $15,000 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 5300 PATTERSON AVE SE STE 100 · GRAND RAPIDS, MI 49512 | Accounting | $3,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,158 | $56,767+162.8% | $101,794+46.5% | $85,563+74.3% |
| Participation rate | 95.4% | 57.6%+37.8pp | 69.2%+26.2pp | 66.0%+29.5pp |
| Annual return | 15.84% | 17.76%-1.9pp | 30.53%-14.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,357 | $1,112+22.0% | $2,289-40.7% | $2,654-48.8% |
| Participant deferral / active EE | $9,575 | $2,720+252.0% | $4,084+134.5% | $4,375+118.9% |
| Admin fee / account holder | $204 | $1,098-81.4% | $8,777-97.7% | $834-75.6% |