Filed July 22, 2008 (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 LIFE & ANNUITY INSURANCE Service code 63 · EIN 36-3120284 PO BOX 54 · GREENWOOD VILLAGE, CO 80111 | 12b-1 Fees | $113,260 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $11,570 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,384 | $50,820-2.8% | $155,567-68.3% | $77,671-36.4% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 10.16% | 34.85%-24.7pp | 64.74%-54.6pp | 31.21%-21.0pp |
| Employer contribution / active EE | $13,481 | $1,993+576.5% | $4,674+188.4% | $2,726+394.4% |
| Participant deferral / active EE | $3,009 | $2,823+6.6% | $5,628-46.5% | $4,648-35.3% |
| Admin fee / account holder | $181 | $436-58.4% | $15,916-98.9% | $430-57.9% |