Filed July 13, 2007
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $349,880 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $110,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $74,144 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $26,250 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 99 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Other Fees | $21,645 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,907 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
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 | $171,377 | $106,087+61.5% | $86,717+97.6% | $78,104+119.4% |
| Participation rate | 98.7% | 89.6%+9.1pp | 76.6%+22.1pp | 74.5%+24.2pp |
| Annual return | -16.81% | -14.87%-1.9pp | 35.97%-52.8pp | 10.90%-27.7pp |
| Employer contribution / active EE | $4,447 | $4,110+8.2% | $2,837+56.7% | $3,128+42.2% |
| Participant deferral / active EE | $15,610 | $6,851+127.9% | $4,657+235.2% | $5,089+206.8% |
| Admin fee / account holder | $50 | $81-38.1% | $7,494-99.3% | $79-36.3% |