Filed August 9, 1999 (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 ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $211,548 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $56,937 |
Service code 10 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Accounting | $17,125 |
Filed as: EMPOWER RETIREMENT LLC Service code 13 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $80 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,910 | $110,258-17.5% | $102,460-11.3% | $200,096-54.6% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 14.86% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.4pp |
| Employer contribution / active EE | $2,447 | $3,605-32.1% | $3,025-19.1% | $3,038-19.5% |
| Participant deferral / active EE | $4,642 | $6,377-27.2% | $5,056-8.2% | $5,090-8.8% |
| Admin fee / account holder | $192 | $122+57.1% | $9,460-98.0% | $269-28.6% |