Filed March 29, 2006 (most recent of 2 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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,062 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,418 |
RETIREMENT STRATEGIES, INC.10+ years Filed as: RETIREMENT STRATEGIES LLC Service code 16 · EIN 27-0017183 | Consulting | $7,725 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 W COURTYARD DR, STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $5,546 |
Participant contribution per participant 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 | $68,408 | $129,227-47.1% | $184,256-62.9% | $77,762-12.0% |
| Participation rate | 80.1% | 87.4%-7.3pp | 86.8%-6.8pp | 70.6%+9.5pp |
| Annual return | 15.01% | 33.24%-18.2pp | 28.85%-13.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $2,438 | $4,412-44.7% | $6,427-62.1% | $2,728-10.6% |
| Participant deferral / active EE | $3,631 | $7,307-50.3% | $9,133-60.2% | $4,651-21.9% |
| Admin fee / account holder | $173 | $256-32.3% | $13,899-98.8% | $433-60.0% |