Filed June 24, 2005
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,368 |
MERCER3 years Filed as: MERCER (US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $39,972 |
SIKICH LLP2 years Service code 10 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $13,700 |
Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $2,442 |
Service code 13 · EIN 35-0145825 | Contract Administrator | $265 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $30,574 | $45,000-32.1% | $143,801-78.7% | $77,906-60.8% |
| Participation rate | 90.1% | 66.8%+23.3pp | 80.3%+9.8pp | 73.7%+16.4pp |
| Annual return | -14.93% | 29.03%-44.0pp | -0.04%-14.9pp | 12.16%-27.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,228 | $3,157+33.9% | $5,639-25.0% | $4,805-12.0% |
| Admin fee / account holder | $25 | $98-74.8% | $14,680-99.8% | $133-81.3% |