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) | $1,395,513 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $319,702 |
THOMPSON HINE9+ years Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $45,486 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $23,860 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $20,594 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $8,436 |
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 | $152,000 | $135,240+12.4% | $170,055-10.6% | $96,393+57.7% |
| Participation rate | 86.5% | 86.5%0pp | 87.0%-0.5pp | 71.3%+15.2pp |
| Annual return | 18.44% | 22.04%-3.6pp | 53.43%-35.0pp | 22.88%-4.4pp |
| Employer contribution / active EE | $5,950 | $5,029+18.3% | $6,790-12.4% | $3,239+83.7% |
| Participant deferral / active EE | $7,781 | $8,138-4.4% | $10,410-25.3% | $5,455+42.6% |
| Admin fee / account holder | $77 | $85-9.1% | $12,828-99.4% | $74+4.5% |