Filed December 20, 2004
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,482 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,577 | $88,203-68.7% | $165,100-83.3% | $74,478-63.0% |
| Participation rate | 40.6% | 73.1%-32.5pp | 78.6%-38.0pp | 67.2%-26.6pp |
| Annual return | 15.65% | 17.13%-1.5pp | 70.21%-54.6pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $473 | $2,601-81.8% | $4,348-89.1% | $2,626-82.0% |
| Participant deferral / active EE | $1,108 | $4,505-75.4% | $6,035-81.6% | $4,350-74.5% |
| Admin fee / account holder | $2,234 | $2,2350% | $12,696-82.4% | $1,946+14.8% |