Filed December 15, 2010
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,655 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $12,407 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,365 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $2,166 |
Service code 13 | Contract Administrator | $2,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,250 | $50,919-68.1% | $155,556-89.6% | $77,762-79.1% |
| Participation rate | 87.2% | 63.1%+24.2pp | 78.2%+9.0pp | 70.6%+16.7pp |
| Annual return | 9.37% | 34.84%-25.5pp | 64.84%-55.5pp | 31.27%-21.9pp |
| Employer contribution / active EE | $629 | $1,991-68.4% | $4,675-86.6% | $2,728-77.0% |
| Participant deferral / active EE | $1,273 | $2,824-54.9% | $5,631-77.4% | $4,651-72.6% |
| Admin fee / account holder | $221 | $437-49.5% | $15,885-98.6% | $433-49.0% |