Filed September 19, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $272,529 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $111,646 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $32,778 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $20,660 |
FOLEY & LARDNER LLP1 year Service code 29 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Legal | $9,652 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $80 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,252 | $110,258-32.7% | $102,460-27.5% | $200,096-62.9% |
| Participation rate | 95.3% | 86.3%+9.0pp | 76.5%+18.8pp | 72.0%+23.3pp |
| Annual return | 15.14% | 35.78%-20.6pp | 29.47%-14.3pp | 34.26%-19.1pp |
| Employer contribution / active EE | $3,135 | $3,605-13.0% | $3,025+3.6% | $3,038+3.2% |
| Participant deferral / active EE | $4,322 | $6,377-32.2% | $5,056-14.5% | $5,090-15.1% |
| Admin fee / account holder | $111 | $122-9.6% | $9,460-98.8% | $269-59.0% |