Filed June 11, 2008 (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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,493 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 55 400 FIRST ST SOUTH STE 300 · ST CLOUD, MN 56301 | Other Commissions | $31,424 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,158 |
Filed as: THE ANGELL PENSION GROUP,INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,930 |
Filed as: ENVESTMETN RETIREMENT SOLUTIONS Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $3,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,301 | $55,437+32.2% | $155,534-52.9% | $74,459-1.6% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 13.98% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $4,200 | $2,266+85.3% | $4,675-10.2% | $2,626+59.9% |
| Participant deferral / active EE | $4,350 | $2,837+53.3% | $5,630-22.7% | $4,3500% |
| Admin fee / account holder | $252 | $1,742-85.5% | $15,900-98.4% | $1,945-87.0% |