Filed February 26, 2002
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,041 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,262 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL NA Service code 27 PO BOX 6001 · GRAND FORKS, ND 58201 | Advisory (Plan) | $20,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $9,282 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSONALLEN LLP Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Other Fees | $3,003 |
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 | $98,374 | $46,325+112.4% | $143,788-31.6% | $64,814+51.8% |
| Participation rate | 99.8% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -19.98% | -10.05%-9.9pp | -0.03%-19.9pp | 32.84%-52.8pp |
| Employer contribution / active EE | $2,959 | $1,911+54.8% | $4,952-40.2% | $2,507+18.0% |
| Participant deferral / active EE | $4,539 | $2,647+71.5% | $5,638-19.5% | $4,310+5.3% |
| Admin fee / account holder | $239 | $154+55.3% | $14,675-98.4% | $188+27.2% |