Filed August 28, 1998
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $256,205 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $32,000 |
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 | $166,138 | $2,703,213-93.9% | $165,100+0.6% | $200,096-17.0% |
| Participation rate | 76.3% | 78.4%-2.2pp | 78.6%-2.3pp | 72.0%+4.3pp |
| Annual return | 18.93% | 17.97%+1.0pp | 70.21%-51.3pp | 34.26%-15.3pp |
| Employer contribution / active EE | $4,548 | $2,973+53.0% | $4,348+4.6% | $3,038+49.7% |
| Participant deferral / active EE | $8,126 | $5,021+61.9% | $6,035+34.6% | $5,090+59.7% |
| Admin fee / account holder | $221 | $1,999-88.9% | $12,696-98.3% | $269-17.8% |