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 INC5 years Service code 27 315 DEADERICK ST 5TH FL. · NASHVILLE, TN 37238 | Advisory (Plan) | $36,456 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 28 · EIN 35-0921680 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,650 |
CROWE LLP5 years Service code 15 · EIN 35-0921680 155 W NATIONWOIDE BLVD STE 500 · COLUMBUS, OH 43215 | Recordkeeping | $10,127 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,299 | $72,254-6.9% | $86,677-22.4% | $64,808+3.8% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.6%-2.9pp | 71.5%+2.2pp |
| Annual return | -11.27% | 392.42%-403.7pp | 35.91%-47.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,192 | $4,658-31.5% | $4,656-31.4% | $4,310-25.9% |
| Admin fee / account holder | $217 | $174+24.7% | $7,493-97.1% | $188+15.5% |