Filed November 7, 2001
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,334 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $26,673 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,429 | $45,022-23.5% | $85,240-59.6% | $200,096-82.8% |
| Participation rate | 7.4% | 45.8%-38.5pp | 67.5%-60.2pp | 72.0%-64.6pp |
| Annual return | 10.54% | 21.00%-10.5pp | 66.75%-56.2pp | 34.26%-23.7pp |
| Employer contribution / active EE | $156 | $1,374-88.6% | $2,735-94.3% | $3,038-94.9% |
| Participant deferral / active EE | $281 | $2,682-89.5% | $4,527-93.8% | $5,090-94.5% |
| Admin fee / account holder | $245 | $585-58.1% | $6,165-96.0% | $269-9.0% |