Filed February 4, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,345,256 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $318,752 |
THOMPSON HINE8+ years Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $52,180 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $28,685 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $13,931 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $8,190 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,293 | $118,441+9.2% | $151,634-14.7% | $89,433+44.6% |
| Participation rate | 85.0% | 88.0%-3.0pp | 87.5%-2.5pp | 71.3%+13.7pp |
| Annual return | -17.27% | -9.10%-8.2pp | 3.32%-20.6pp | -11.88%-5.4pp |
| Employer contribution / active EE | $5,638 | $4,770+18.2% | $6,165-8.5% | $3,021+86.6% |
| Participant deferral / active EE | $7,406 | $7,648-3.2% | $8,363-11.4% | $5,125+44.5% |
| Admin fee / account holder | $74 | $90-17.8% | $11,614-99.4% | $79-7.2% |