Filed March 25, 1993
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,951 |
RKL LLP6 years Filed as: RKL, LLP Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $13,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,722 | $122,063+16.9% | $184,256-22.5% | $74,478+91.6% |
| Participation rate | 94.9% | 85.5%+9.4pp | 86.8%+8.1pp | 67.2%+27.7pp |
| Annual return | 15.70% | 19.92%-4.2pp | 28.85%-13.1pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,526 | $4,539-66.4% | $6,427-76.3% | $2,626-41.9% |
| Participant deferral / active EE | $8,813 | $7,144+23.4% | $9,133-3.5% | $4,350+102.6% |
| Admin fee / account holder | $320 | $1,253-74.5% | $13,899-97.7% | $1,946-83.6% |