Filed July 14, 2006
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,054,023 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $71,000 |
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 | $29,986 | $106,553-71.9% | $129,406-76.8% | $106,553-71.9% |
| Participation rate | 72.9% | 69.8%+3.1pp | 69.6%+3.3pp | 69.8%+3.1pp |
| Annual return | 15.45% | 17.37%-1.9pp | 9468.18%-9452.7pp | 17.37%-1.9pp |
| Employer contribution / active EE | $886 | $3,359-73.6% | $4,155-78.7% | $3,359-73.6% |
| Participant deferral / active EE | $2,218 | $5,562-60.1% | $4,167-46.8% | $5,562-60.1% |
| Admin fee / account holder | $49 | $80-39.0% | $7,689-99.4% | $80-39.0% |