Filed February 22, 2008 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $382,534 |
Filed as: QDRO CONSULTANTS Service code 99 · EIN 34-1820650 3071 PEARL RD · MEDINA, OH 44256 | Other Fees | $6,400 |
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 | $169,672 | $99,313+70.8% | $103,065+64.6% | $99,313+70.8% |
| Participation rate | 98.7% | 71.7%+27.0pp | 80.6%+18.1pp | 71.7%+27.0pp |
| Annual return | 13.80% | 17.67%-3.9pp | 23.95%-10.2pp | 17.67%-3.9pp |
| Employer contribution / active EE | $6,472 | $3,264+98.3% | $4,675+38.4% | $3,264+98.3% |
| Participant deferral / active EE | $7,620 | $5,346+42.5% | $6,625+15.0% | $5,346+42.5% |
| Admin fee / account holder | $49 | $109-55.6% | $9,349-99.5% | $109-55.6% |