Filed January 31, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,764 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP8 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $25,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,313 | $62,686+205.2% | $178,505+7.2% | $77,762+146.0% |
| Participation rate | 90.2% | 66.9%+23.3pp | 77.1%+13.1pp | 70.6%+19.6pp |
| Annual return | 12.15% | 16.16%-4.0pp | 27.16%-15.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,851 | $1,914+49.0% | $3,955-27.9% | $2,728+4.5% |
| Participant deferral / active EE | $10,964 | $4,224+159.6% | $6,280+74.6% | $4,651+135.7% |
| Admin fee / account holder | $445 | $386+15.3% | $10,428-95.7% | $433+2.8% |