Filed July 6, 1992
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 | $260,244 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH NC, NC 27609 | Advisory (Plan) | $63,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $75 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,155 | $68,110-14.6% | $155,534-62.6% | $99,314-41.4% |
| Participation rate | 92.0% | 67.8%+24.2pp | 78.2%+13.8pp | 71.7%+20.3pp |
| Annual return | 14.33% | 16.16%-1.8pp | 64.92%-50.6pp | 17.67%-3.3pp |
| Employer contribution / active EE | $2,093 | $2,291-8.6% | $4,675-55.2% | $3,264-35.9% |
| Participant deferral / active EE | $4,646 | $3,865+20.2% | $5,630-17.5% | $5,346-13.1% |
| Admin fee / account holder | $43 | $94-53.9% | $15,900-99.7% | $109-60.3% |