Filed February 21, 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 ADVISORY Service code 27 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $322,491 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,700 |
Filed as: ASSOCIATED TRUST COMPANY, N/A. Service code 17 · EIN 30-0219031 | Pension Consulting | $116,830 |
RIDGEWORTH5 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $113 |
Service code 28 · EIN 11-2418191 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,770 | $59,312+51.4% | $149,740-40.0% | $103,657-13.4% |
| Participation rate | 98.9% | 70.3%+28.6pp | 78.8%+20.1pp | 73.4%+25.5pp |
| Annual return | 15.16% | 78.03%-62.9pp | 134.51%-119.4pp | 33.13%-18.0pp |
| Employer contribution / active EE | $4,120 | $2,187+88.4% | $4,821-14.5% | $3,216+28.1% |
| Participant deferral / active EE | $7,186 | $3,719+93.2% | $5,683+26.4% | $5,218+37.7% |
| Admin fee / account holder | $87 | $103-14.9% | $13,222-99.3% | $114-23.4% |