Filed October 18, 2004 (most recent of 3 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 ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83,286 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,956 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $12,820 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,323 | $68,110-77.5% | $155,556-90.1% | $99,313-84.6% |
| Participation rate | 81.7% | 67.8%+13.9pp | 78.2%+3.5pp | 71.7%+10.0pp |
| Annual return | 12.10% | 16.16%-4.1pp | 64.84%-52.7pp | 17.67%-5.6pp |
| Employer contribution / active EE | $2,385 | $2,291+4.1% | $4,675-49.0% | $3,264-26.9% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $18 | $94-80.8% | $15,885-99.9% | $109-83.5% |