Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $38,556 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 35-0921680 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,546 |
COASTAL PENSION SERVICES2 years Service code 13 7230 LEE DEFOREST DR STE 102 · COLUMBIA, MD 21046 | Contract Administrator | $12,050 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,098 |
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 | $78,862 | $89,123-11.5% | $102,460-23.0% | $77,762+1.4% |
| Participation rate | 68.3% | 80.9%-12.6pp | 76.5%-8.2pp | 70.6%-2.3pp |
| Annual return | 13.77% | 25.05%-11.3pp | 29.47%-15.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,042 | $5,148-40.9% | $5,056-39.8% | $4,651-34.6% |
| Admin fee / account holder | $229 | $236-3.0% | $9,460-97.6% | $433-47.2% |