Filed March 21, 2006 (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.
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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,253,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175,415 |
Service code 16 2451 CUMBERLAND PKWY SE, #3608 · ATLANTA, GA 30339 | Consulting | $112,200 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $21,915 |
MZ KARK & ASSOCIATES1 year Service code 71 · EIN 84-0841824 | Brokerage Fees | $10,385 |
PHYSICIAN WEALTH SOLUTIONS6 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $5,017 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $1,772 |
SHARIAPORTFOLIO INC1 year Filed as: SHARAPORTFOLIO, INC. Service code 71 · EIN 47-2224652 | Brokerage Fees | $1,583 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Securities brokerage | $1,010 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 26 · EIN 06-0566090 | Advisory (Participants) | $698 |
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 | $84,411 | $68,330+23.5% | $149,740-43.6% | $96,393-12.4% |
| Participation rate | 93.2% | 74.6%+18.6pp | 78.8%+14.4pp | 71.3%+21.9pp |
| Annual return | 19.11% | 29.64%-10.5pp | 134.51%-115.4pp | 22.88%-3.8pp |
| Employer contribution / active EE | $4,148 | $2,139+93.9% | $4,821-14.0% | $3,239+28.1% |
| Participant deferral / active EE | $5,805 | $4,422+31.3% | $5,683+2.2% | $5,455+6.4% |
| Admin fee / account holder | $59 | $52+13.8% | $13,222-99.6% | $74-19.9% |