Filed December 30, 2002
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,750 |
FIDUCIARY INVESTMENT ADVISORS10+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $46,673 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,955 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,638 |
Filed as: EMPOWER INSURANCE COMPANY OF AMERIC Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,415 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,636 | $55,694+73.5% | $81,882+18.0% | $200,096-51.7% |
| Participation rate | 93.3% | 62.7%+30.7pp | 72.4%+21.0pp | 72.0%+21.3pp |
| Annual return | 15.49% | 19.59%-4.1pp | 779.47%-764.0pp | 34.26%-18.8pp |
| Employer contribution / active EE | $5,109 | $2,114+141.6% | $2,916+75.2% | $3,038+68.2% |
| Participant deferral / active EE | $6,251 | $3,299+89.5% | $4,323+44.6% | $5,090+22.8% |
| Admin fee / account holder | $85 | $348-75.7% | $7,360-98.9% | $269-68.6% |