Filed June 14, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $9,545 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $678 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,877 | $62,393-92.2% | $120,580-96.0% | $74,478-93.5% |
| Participation rate | 97.2% | 56.8%+40.4pp | 72.0%+25.2pp | 67.2%+30.0pp |
| Annual return | 54.65% | 18.61%+36.0pp | 107.48%-52.8pp | 1370.56%-1315.9pp |
| Employer contribution / active EE | $2,022 | $1,845+9.6% | $3,469-41.7% | $2,626-23.0% |
| Participant deferral / active EE | $2,207 | $2,886-23.5% | $4,995-55.8% | $4,350-49.3% |
| Admin fee / account holder | $51 | $2,396-97.9% | $9,418-99.5% | $1,946-97.4% |