Filed December 6, 2005
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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,176 |
Service code 13 PO BOX 2590 · FORT SMITH, AR 72902 | Contract Administrator | $5,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,880 | $55,470+137.7% | $155,556-15.2% | $74,478+77.1% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 11.29% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $2,121 | $2,267-6.4% | $4,675-54.6% | $2,626-19.3% |
| Participant deferral / active EE | $6,166 | $2,838+117.3% | $5,631+9.5% | $4,350+41.7% |
| Admin fee / account holder | $194 | $1,744-88.9% | $15,885-98.8% | $1,946-90.1% |