Filed October 28, 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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,711 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,036 | $65,960+32.0% | $81,882+6.3% | $77,762+11.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 15.29% | 26.64%-11.4pp | 779.47%-764.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $10,638 | $2,375+347.9% | $2,916+264.8% | $2,728+289.9% |
| Participant deferral / active EE | $6,615 | $3,505+88.7% | $4,323+53.0% | $4,651+42.2% |
| Admin fee / account holder | $7 | $526-98.6% | $7,360-99.9% | $433-98.4% |