Filed September 2, 2004 (most recent of 3 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.
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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 | $63,174 |
HANTZ FINANCIAL SERVICES INC2 years Service code 27 26200 AMERICAN DR 5TH FL · SOUTHFIELD, MI 48034 | Advisory (Plan) | $43,609 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,730 |
Employer contribution per participant 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 | $75,090 | $129,227-41.9% | $184,256-59.2% | $77,762-3.4% |
| Participation rate | 97.6% | 87.4%+10.3pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 14.21% | 33.24%-19.0pp | 28.85%-14.6pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,219 | $4,412-72.4% | $6,427-81.0% | $2,728-55.3% |
| Participant deferral / active EE | $5,705 | $7,307-21.9% | $9,133-37.5% | $4,651+22.7% |
| Admin fee / account holder | $269 | $256+5.2% | $13,899-98.1% | $433-37.8% |