Filed July 5, 2013
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,819 |
Filed as: ALDRICH WEALTH LTD PARTNERSHIP Service code 27 · EIN 93-1244319 | Advisory (Plan) | $24,682 |
Filed as: PRIME RETIREMENT SOLUTIONS, LLC Service code 13 · EIN 88-3303109 | Contract Administrator | $10,000 |
REDW LLC1 year Service code 10 7425 JEFFERON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,510 | $31,741-41.7% | $56,025-67.0% | $200,096-90.7% |
| Participation rate | 20.8% | 32.3%-11.5pp | 52.5%-31.7pp | 72.0%-51.2pp |
| Annual return | 16.13% | 14.72%+1.4pp | 1712.69%-1696.6pp | 34.26%-18.1pp |
| Employer contribution / active EE | $285 | $508-43.8% | $1,042-72.6% | $3,038-90.6% |
| Participant deferral / active EE | $827 | $1,184-30.2% | $1,955-57.7% | $5,090-83.8% |
| Admin fee / account holder | $239 | $426-44.0% | $2,828-91.6% | $269-11.4% |