Filed January 30, 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 INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $755,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $725,711 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Advisory (Plan) | $126,337 |
CLIFTONLARSONALLEN LLP3 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $14,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,807 | $57,150+146.4% | $93,727+50.2% | $106,553+32.1% |
| Participation rate | 51.5% | 49.1%+2.4pp | 68.7%-17.2pp | 69.8%-18.4pp |
| Annual return | 13.76% | 15.81%-2.1pp | 133.83%-120.1pp | 17.37%-3.6pp |
| Employer contribution / active EE | $1,828 | $1,015+80.1% | $2,421-24.5% | $3,359-45.6% |
| Participant deferral / active EE | $4,335 | $1,853+134.0% | $4,417-1.8% | $5,562-22.1% |
| Admin fee / account holder | $94 | $64+46.5% | $8,292-98.9% | $80+18.4% |