Filed December 16, 2002
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 |
|---|---|---|
Service code 27 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $31,601 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,013 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $11,500 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,886 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,581 | $122,042-17.6% | $184,260-45.4% | $74,459+35.1% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 10.58% | 19.91%-9.3pp | 28.84%-18.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,968 | $4,537-56.6% | $6,427-69.4% | $2,626-25.0% |
| Participant deferral / active EE | $3,208 | $7,143-55.1% | $9,133-64.9% | $4,350-26.2% |
| Admin fee / account holder | $362 | $1,252-71.1% | $13,898-97.4% | $1,945-81.4% |