Filed July 6, 2001
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 CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,304 |
LFA LIMITED LIABILITY CO5 years Filed as: LFA LIMITED LIABILITY CO 35-2111013 Service code 55 | Other Commissions | $50,300 |
LFA LIMITED LIABILITY CO7 years Service code 55 · EIN 35-2111013 1300 S CLINTON ST · FORT WAYNE, IN 468023506 | Other Commissions | $0 |
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 | $181,268 | $88,203+105.5% | $165,100+9.8% | $74,478+143.4% |
| Participation rate | 71.8% | 73.1%-1.3pp | 78.6%-6.8pp | 67.2%+4.6pp |
| Annual return | 16.35% | 17.13%-0.8pp | 70.21%-53.9pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $6,203 | $2,601+138.5% | $4,348+42.7% | $2,626+136.2% |
| Participant deferral / active EE | $5,622 | $4,505+24.8% | $6,035-6.9% | $4,350+29.2% |
| Admin fee / account holder | $590 | $2,235-73.6% | $12,696-95.4% | $1,946-69.7% |