Filed January 19, 2006
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,137 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $16,226 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $5,504 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,779 | $122,063-13.3% | $184,256-42.6% | $74,478+42.0% |
| Participation rate | 93.5% | 85.5%+8.0pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 15.93% | 19.92%-4.0pp | 28.85%-12.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,778 | $4,539-38.8% | $6,427-56.8% | $2,626+5.8% |
| Participant deferral / active EE | $4,127 | $7,144-42.2% | $9,133-54.8% | $4,350-5.1% |
| Admin fee / account holder | $212 | $1,253-83.1% | $13,899-98.5% | $1,946-89.1% |