Filed November 18, 2008 (most recent of 4 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 O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,627 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $278,668 | $65,960+322.5% | $81,882+240.3% | $77,762+258.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 14.36% | 26.64%-12.3pp | 779.47%-765.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $12,799 | $2,375+438.9% | $2,916+338.9% | $2,728+369.2% |
| Participant deferral / active EE | $13,726 | $3,505+291.6% | $4,323+217.5% | $4,651+195.1% |
| Admin fee / account holder | $317 | $526-39.8% | $7,360-95.7% | $433-26.7% |