Filed October 18, 2004
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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $45,120 |
Filed as: MORGAN STANLEY Service code 27 · EIN 38-1357951 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $919,963 | $99,201+827.4% | $96,544+852.9% | $74,473+1135.3% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.0%-76.0pp | 70.7%-70.7pp |
| Annual return | 11.34% | 22.40%-11.1pp | 25.88%-14.5pp | 34.36%-23.0pp |
| Employer contribution / active EE | $6,698 | $2,570+160.6% | $2,966+125.8% | $2,638+153.9% |
| Participant deferral / active EE | $8,985 | $4,938+82.0% | $4,851+85.2% | $4,530+98.3% |
| Admin fee / account holder | $1,254 | $225+457.7% | $8,254-84.8% | $347+261.3% |