Filed October 11, 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 INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,656 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 55 | Other Commissions | $25,856 |
TAX SHELTERED COMPENSATION, INC.9+ years Service code 13 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Contract Administrator | $10,503 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $6,491 |
OSAIC WEALTH INC2 years Filed as: OSIAC WEALTH, INC Service code 55 10 EXCAHNGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,038 | $30,437+110.4% | $56,033+14.3% | $74,459-14.0% |
| Participation rate | 67.7% | 32.9%+34.9pp | 52.5%+15.2pp | 67.2%+0.5pp |
| Annual return | 25.13% | 24.96%+0.2pp | 1711.38%-1686.2pp | 1369.70%-1344.6pp |
| Employer contribution / active EE | $128 | $610-79.1% | $1,041-87.7% | $2,626-95.1% |
| Participant deferral / active EE | $2,026 | $1,176+72.3% | $1,954+3.7% | $4,350-53.4% |
| Admin fee / account holder | $253 | $2,363-89.3% | $2,827-91.1% | $1,945-87.0% |