Filed February 21, 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.
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,135 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $48,858 |
MARINER LLC5 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $31,983 |
AT INVESTMENT ADVISERS INC3 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $31,117 |
CAPITAL MGMT SERVICES INC2 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $26,628 |
WOODLEY FARRA MANION PORTFOLIO8+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $15,581 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764929 | Advisory (Participants) | $11,403 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 26 · EIN 41-1788385 | Advisory (Participants) | $9,676 |
MCF ADVISORS LLC4 years Service code 26 · EIN 20-0566061 | Advisory (Participants) | $8,092 |
WEBB ADVISORS INC1 year Filed as: WEBB CAPITAL MANAGEMENT LLC Service code 26 · EIN 46-2221312 | Advisory (Participants) | $8,024 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,952 | $95,388+283.6% | $125,401+191.8% | $77,906+369.7% |
| Participation rate | 94.2% | 78.6%+15.6pp | 82.4%+11.8pp | 73.7%+20.5pp |
| Annual return | -5.47% | 116.19%-121.7pp | 572.53%-578.0pp | 12.16%-17.6pp |
| Employer contribution / active EE | $6,735 | $3,666+83.7% | $4,816+39.9% | $2,846+136.6% |
| Participant deferral / active EE | $11,219 | $7,711+45.5% | $7,448+50.6% | $4,805+133.5% |
| Admin fee / account holder | $197 | $119+66.0% | $10,008-98.0% | $133+48.8% |