Filed June 30, 2010
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 | $407,649 |
Filed as: P&M HOLDING GROUP LLP DBA Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $12,915 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $1,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,883 | $73,283-4.6% | $155,556-55.1% | $106,553-34.4% |
| Participation rate | 95.0% | 73.3%+21.7pp | 78.2%+16.8pp | 69.8%+25.2pp |
| Annual return | 20.97% | 15.76%+5.2pp | 64.84%-43.9pp | 17.37%+3.6pp |
| Employer contribution / active EE | $2,468 | $2,241+10.2% | $4,675-47.2% | $3,359-26.5% |
| Participant deferral / active EE | $4,196 | $4,567-8.1% | $5,631-25.5% | $5,562-24.6% |
| Admin fee / account holder | $18 | $56-68.0% | $15,885-99.9% | $80-77.5% |