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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,613,845 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $339,871 |
THOMPSON HINE10+ years Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $53,618 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $19,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $13,975 |
Filed as: BANK NEW YORK (BNY) Service code 19 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $10,487 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct payment from the plan; Other i... | $8,610 |
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 | $172,303 | $152,104+13.3% | $184,256-6.5% | $106,553+61.7% |
| Participation rate | 86.5% | 85.9%+0.7pp | 86.8%-0.3pp | 69.8%+16.7pp |
| Annual return | 14.88% | 20.70%-5.8pp | 28.85%-14.0pp | 17.37%-2.5pp |
| Employer contribution / active EE | $6,042 | $5,326+13.5% | $6,427-6.0% | $3,359+79.9% |
| Participant deferral / active EE | $7,844 | $8,559-8.3% | $9,133-14.1% | $5,562+41.0% |
| Admin fee / account holder | $88 | $103-14.0% | $13,899-99.4% | $80+10.8% |