Filed March 12, 2007 (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 Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $65,616 |
Filed as: HOYT FILIPPETTI & MALAGHAN, LLC Service code 10 1041 POQUONNOCK RD · GROTON, CT 063404211 | Accounting | $21,500 |
PASI, LLC9 years Service code 13 · EIN 26-1407927 | Contract Administrator | $15,455 |
Service code 27 4208 SIX FORKS RD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $0 |
Filed as: FINANCIAL SECURITY GROUP Service code 55 477 VIKING DRIVE SUITE 305 · VIRGINIA BEACH, VA 23452 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,424 | $31,741+80.9% | $56,033+2.5% | $199,960-71.3% |
| Participation rate | 19.5% | 32.3%-12.8pp | 52.5%-33.0pp | 72.0%-52.5pp |
| Annual return | 16.39% | 14.72%+1.7pp | 1711.38%-1695.0pp | 34.28%-17.9pp |
| Employer contribution / active EE | $156 | $508-69.3% | $1,041-85.0% | $3,036-94.9% |
| Participant deferral / active EE | $992 | $1,184-16.2% | $1,954-49.2% | $5,087-80.5% |
| Admin fee / account holder | $151 | $426-64.5% | $2,827-94.6% | $269-43.7% |