Filed June 14, 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 |
|---|---|---|
Service code 99 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Other Fees | $26,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,566 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $4,985 |
THE WAGNER LAW GROUP1 year Service code 99 99 SUMMER ST 13TH FLOOR · BOSTON, MA 02110 | Other Fees | $2,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,421 | $79,223-55.3% | $102,460-65.4% | $74,478-52.4% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.5pp | 67.2%+23.8pp |
| Annual return | 10.27% | 54.98%-44.7pp | 29.47%-19.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,478 | $2,363-37.5% | $3,025-51.1% | $2,626-43.7% |
| Participant deferral / active EE | $2,631 | $4,417-40.4% | $5,056-48.0% | $4,350-39.5% |
| Admin fee / account holder | $227 | $2,003-88.7% | $9,460-97.6% | $1,946-88.4% |