Filed April 30, 2009 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $292,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $64,899 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 99 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Other Fees | $7,500 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,800 |
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 | $85,084 | $104,544-18.6% | $96,564-11.9% | $80,187+6.1% |
| Participation rate | 94.4% | 86.4%+8.0pp | 76.0%+18.4pp | 72.9%+21.4pp |
| Annual return | 18.45% | 21.79%-3.3pp | 25.89%-7.4pp | 40.40%-21.9pp |
| Employer contribution / active EE | $2,426 | $3,527-31.2% | $2,967-18.2% | $2,980-18.6% |
| Participant deferral / active EE | $4,982 | $6,170-19.3% | $4,852+2.7% | $5,016-0.7% |
| Admin fee / account holder | $84 | $107-21.8% | $8,256-99.0% | $145-42.4% |