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 |
|---|---|---|
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,398 |
WELLSPAN HEALTH1 year Service code 14 · EIN 22-2517863 | Plan Administrator | $26,450 |
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $12,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,094 |
Service code 26 2451 CUMBERLAND PARKWAY, #3608 · ATLANTA, GA 30339 | Advisory (Participants) | $2,805 |
Service code 33 · EIN 94-3106735 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
TD AMERITRADE, INC.3+ years Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,719 | $50,169-18.8% | $149,740-72.8% | $80,187-49.2% |
| Participation rate | 72.4% | 64.3%+8.2pp | 78.8%-6.3pp | 72.9%-0.5pp |
| Annual return | 17.40% | 29.82%-12.4pp | 134.51%-117.1pp | 40.40%-23.0pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,399 | $3,194+6.4% | $5,683-40.2% | $5,016-32.2% |
| Admin fee / account holder | $108 | $153-29.4% | $13,222-99.2% | $145-25.7% |