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 Service code 13 · EIN 06-1050034 | Contract Administrator | $940,594 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & CO. INC. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $404,455 |
Service code 16 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Consulting | $32,000 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER JOHNSON SNELL CUMMISKEY Service code 29 · EIN 38-1603110 | Legal | $25,026 |
GEORGE JOHNSON & COMPANY1 year Service code 10 1200 BUHL BLDG · DETROIT, MI 48226 | Accounting | $24,500 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 33-1498605 | Accounting | $7,550 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $2,500 |
Annual investment return 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 | $85,284 | $73,283+16.4% | $155,534-45.2% | $106,553-20.0% |
| Participation rate | 86.2% | 73.3%+12.9pp | 78.2%+8.0pp | 69.8%+16.4pp |
| Annual return | 12.48% | 15.76%-3.3pp | 64.92%-52.4pp | 17.37%-4.9pp |
| Employer contribution / active EE | $3,000 | $2,241+33.9% | $4,675-35.8% | $3,359-10.7% |
| Participant deferral / active EE | $4,956 | $4,567+8.5% | $5,630-12.0% | $5,562-10.9% |
| Admin fee / account holder | $38 | $56-31.8% | $15,900-99.8% | $80-52.1% |