Filed November 12, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,293 |
Service code 27 · EIN 62-1254528 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $5,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,271 | $61,815-28.4% | $97,295-54.5% | $80,959-45.3% |
| Participation rate | 66.3% | 63.5%+2.8pp | 72.7%-6.3pp | 67.7%-1.4pp |
| Annual return | 11.02% | -558.73%+569.8pp | 75.62%-64.6pp | 35.67%-24.6pp |
| Employer contribution / active EE | $507 | $1,836-72.4% | $2,723-81.4% | $2,757-81.6% |
| Participant deferral / active EE | $3,201 | $3,027+5.7% | $4,264-24.9% | $4,300-25.6% |
| Admin fee / account holder | $236 | $5,166-95.4% | $5,646-95.8% | $6,925-96.6% |