Filed June 5, 2014 (most recent of 4 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $267,061 |
MERCER3 years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $115,931 |
CITRIN COOPERMAN8 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 P O BOX 23945 · NEW YORK, NY 100873945 | Accounting | $22,680 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,874 | $129,227+38.4% | $184,256-2.9% | $77,762+130.0% |
| Participation rate | 98.8% | 87.4%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 11.84% | 33.24%-21.4pp | 28.85%-17.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $6,021 | $4,412+36.4% | $6,427-6.3% | $2,728+120.7% |
| Participant deferral / active EE | $10,136 | $7,307+38.7% | $9,133+11.0% | $4,651+117.9% |
| Admin fee / account holder | $269 | $256+5.1% | $13,899-98.1% | $433-37.9% |