Filed January 25, 2011
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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,894 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 11516 MIRACLE HILLS DR., STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $34,139 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 101 W. BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $15,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,878 | $62,409+36.0% | $120,574-29.6% | $74,459+14.0% |
| Participation rate | 80.2% | 56.8%+23.5pp | 71.9%+8.3pp | 67.2%+13.0pp |
| Annual return | 14.01% | 18.62%-4.6pp | 107.42%-93.4pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,156 | $1,847+16.8% | $3,471-37.9% | $2,626-17.9% |
| Participant deferral / active EE | $5,256 | $2,888+82.0% | $4,996+5.2% | $4,350+20.8% |
| Admin fee / account holder | $450 | $2,394-81.2% | $9,445-95.2% | $1,945-76.9% |