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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,708 |
SIGMA FINANCIAL CORPORATION9 years Service code 55 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Commissions | $15,360 |
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 | $50,889 | $110,258-53.8% | $102,460-50.3% | $200,096-74.6% |
| Participation rate | 85.3% | 86.3%-1.0pp | 76.5%+8.8pp | 72.0%+13.2pp |
| Annual return | 13.40% | 35.78%-22.4pp | 29.47%-16.1pp | 34.26%-20.9pp |
| Employer contribution / active EE | $1,244 | $3,605-65.5% | $3,025-58.9% | $3,038-59.0% |
| Participant deferral / active EE | $3,469 | $6,377-45.6% | $5,056-31.4% | $5,090-31.9% |
| Admin fee / account holder | $24 | $122-80.7% | $9,460-99.8% | $269-91.2% |