Filed October 18, 2004
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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $869,203 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $33,628 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,357 | $45,000+231.9% | $143,801+3.9% | $77,906+91.7% |
| Participation rate | 96.2% | 66.8%+29.4pp | 80.3%+15.9pp | 73.7%+22.5pp |
| Annual return | -17.83% | 29.03%-46.9pp | -0.04%-17.8pp | 12.16%-30.0pp |
| Employer contribution / active EE | $5,329 | $1,870+185.0% | $4,952+7.6% | $2,846+87.2% |
| Participant deferral / active EE | $7,851 | $3,157+148.7% | $5,639+39.2% | $4,805+63.4% |
| Admin fee / account holder | $110 | $98+11.6% | $14,680-99.3% | $133-17.1% |