Filed September 29, 2003 (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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,442 |
ALDEN CAPITAL6 years Filed as: J ALDEN ASSOCIATES INC Service code 55 37 WEST AVE STE 301 · WAYNE, PA 19087 | Other Commissions | $31,210 |
BONADIO & CO., LLP8 years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL STE 201 · PITTSFORD, NY 14534 | Accounting | $10,700 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $8,261 |
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 | $108,727 | $122,042-10.9% | $184,260-41.0% | $74,459+46.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.26% | 19.91%-5.7pp | 28.84%-14.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $3,001 | $4,537-33.9% | $6,427-53.3% | $2,626+14.3% |
| Participant deferral / active EE | $6,706 | $7,143-6.1% | $9,133-26.6% | $4,350+54.2% |
| Admin fee / account holder | $564 | $1,252-55.0% | $13,898-95.9% | $1,945-71.0% |