Filed September 16, 2005 (most recent of 3 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 LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $78,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,098 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $11,550 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC Service code 10 2929 ALLEN PKWY., SUITE 2500 · HOUSTON, TX 770192178 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $89 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,368 | $86,897+199.6% | $151,645+71.7% | $64,824+301.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.39% | -3.57%-10.8pp | 3.34%-17.7pp | 32.84%-47.2pp |
| Employer contribution / active EE | $8,794 | $4,010+119.3% | $6,165+42.6% | $2,507+250.8% |
| Participant deferral / active EE | $14,660 | $6,690+119.1% | $8,363+75.3% | $4,311+240.0% |
| Admin fee / account holder | $254 | $153+65.9% | $11,614-97.8% | $188+35.1% |