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.
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| Provider | Service type | Compensation |
|---|---|---|
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $12,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC. Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,179 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-3106735 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 | Securities brokerage | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,603 | $36,773-84.8% | $189,758-97.0% | $85,660-93.5% |
| Participation rate | 57.0% | 63.3%-6.2pp | 79.8%-22.8pp | 74.8%-17.8pp |
| Annual return | 13.66% | 55.47%-41.8pp | 52.62%-39.0pp | 19.52%-5.9pp |
| Employer contribution / active EE | $1,025 | $1,536-33.2% | $4,767-78.5% | $4,199-75.6% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $15 | $132-88.6% | $20,388-99.9% | $224-93.3% |