Filed November 9, 2005
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,218 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $22,605 |
WISS & COMPANY, LLP5 years Service code 10 100 CAMPUS DR STE 400 · FLORHAM PARK, NJ 07932 | Accounting | $16,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,755 | $62,177+97.4% | $81,370+50.9% | $74,478+64.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.29% | 16.62%-3.3pp | 24.85%-11.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $3,424 | $1,881+82.0% | $2,464+39.0% | $2,626+30.4% |
| Participant deferral / active EE | $10,159 | $3,219+215.6% | $3,885+161.5% | $4,350+133.5% |
| Admin fee / account holder | $439 | $1,927-77.2% | $5,749-92.4% | $1,946-77.5% |