Filed February 21, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,692,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $865,671 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $126,281 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $71,580 |
TOTAL WEALTH PLANNING LLC2 years Service code 26 · EIN 47-0988610 | Advisory (Participants) | $27,818 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $18,985 |
Service code 26 · EIN 22-3844414 | Advisory (Participants) | $14,409 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $10,720 |
WALLINGTON ASSET MANAGEMENT3 years Filed as: WALLINGTON ASSET MANAGEMENT LLC Service code 26 · EIN 20-8246027 | Advisory (Participants) | $9,302 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 26 · EIN 20-1131890 | Advisory (Participants) | $8,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,284 | $73,283+20.5% | $155,556-43.2% | $106,553-17.1% |
| Participation rate | 97.2% | 73.3%+23.9pp | 78.2%+19.0pp | 69.8%+27.4pp |
| Annual return | 14.71% | 15.76%-1.1pp | 64.84%-50.1pp | 17.37%-2.7pp |
| Employer contribution / active EE | $3,052 | $2,241+36.2% | $4,675-34.7% | $3,359-9.1% |
| Participant deferral / active EE | $5,769 | $4,567+26.3% | $5,631+2.4% | $5,562+3.7% |
| Admin fee / account holder | $59 | $56+5.0% | $15,885-99.6% | $80-26.3% |