Filed June 23, 2015 (most recent of 2 filings on file)
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $116,531 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,736 |
TFB ADVISORS, LLC2 years Service code 27 4801W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,554 | $45,022-61.0% | $85,240-79.4% | $200,096-91.2% |
| Participation rate | 23.7% | 45.8%-22.2pp | 67.5%-43.9pp | 72.0%-48.4pp |
| Annual return | 19.93% | 21.00%-1.1pp | 66.75%-46.8pp | 34.26%-14.3pp |
| Employer contribution / active EE | $761 | $1,374-44.6% | $2,735-72.2% | $3,038-74.9% |
| Participant deferral / active EE | $1,936 | $2,682-27.8% | $4,527-57.2% | $5,090-62.0% |
| Admin fee / account holder | $76 | $585-87.1% | $6,165-98.8% | $269-72.0% |