Filed August 9, 2013
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 13 · EIN 42-0127290 | Contract Administrator | $200,524 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,715 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 | Advisory (Plan) | $61,272 |
ETA CONSULTING, LLC6 years Service code 13 · EIN 45-4417591 3734 SCUTS COURT · MARION, SC 29571 | Contract Administrator | $26,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 · EIN 13-4071393 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $16,630 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,752 | $43,236-31.2% | $82,744-64.0% | $77,906-61.8% |
| Participation rate | 30.8% | 64.2%-33.4pp | 72.6%-41.7pp | 73.7%-42.9pp |
| Annual return | 10.58% | 2.40%+8.2pp | 702.22%-691.6pp | 12.16%-1.6pp |
| Employer contribution / active EE | $588 | $1,924-69.4% | $3,008-80.4% | $2,846-79.3% |
| Participant deferral / active EE | $3,344 | $3,069+9.0% | $4,395-23.9% | $4,805-30.4% |
| Admin fee / account holder | $206 | $102+101.1% | $5,325-96.1% | $133+55.4% |