Filed July 15, 1992
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 O Service code 13 · EIN 31-1592130 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $45,513 |
MAP RETIREMENT, INC.5 years Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $7,565 |
KERBER, ROSE S.C.5 years Service code 10 115 E FIFTH ST · SHAWANO, WI 54166 | Accounting | $7,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,402 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,260 | $65,960-48.1% | $81,882-58.2% | $77,762-55.9% |
| Participation rate | 15.4% | 65.8%-50.4pp | 72.4%-57.0pp | 70.6%-55.2pp |
| Annual return | 9.79% | 26.64%-16.8pp | 779.47%-769.7pp | 31.27%-21.5pp |
| Employer contribution / active EE | $105 | $2,375-95.6% | $2,916-96.4% | $2,728-96.2% |
| Participant deferral / active EE | $362 | $3,505-89.7% | $4,323-91.6% | $4,651-92.2% |
| Admin fee / account holder | $392 | $526-25.5% | $7,360-94.7% | $433-9.4% |