Filed February 10, 1994
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 CO Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,774 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,105 | $129,227+119.1% | $184,260+53.6% | $77,736+264.2% |
| Participation rate | 98.4% | 87.4%+11.0pp | 86.8%+11.5pp | 70.6%+27.8pp |
| Annual return | 14.09% | 33.24%-19.1pp | 28.84%-14.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $14,393 | $4,412+226.2% | $6,427+123.9% | $2,728+427.7% |
| Participant deferral / active EE | $15,108 | $7,307+106.8% | $9,133+65.4% | $4,651+224.9% |
| Admin fee / account holder | $164 | $256-35.9% | $13,898-98.8% | $433-62.2% |