Filed October 18, 2004
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 | $54,691 |
THE INVESTMENT CENTER INC5 years Service code 55 1420 US HWY # 206 · BEDMINSTER, NJ 07921 | Other Commissions | $19,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,301 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $2,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $24,159 | $48,337-50.0% | $67,560-64.2% | $80,959-70.2% |
| Participation rate | 86.3% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.6pp |
| Annual return | 10.60% | 18.26%-7.7pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $183 | $2,023-90.9% | $2,737-93.3% | $2,757-93.4% |
| Participant deferral / active EE | $4,139 | $2,928+41.3% | $4,004+3.4% | $4,300-3.8% |
| Admin fee / account holder | $334 | $3,695-90.9% | $3,994-91.6% | $6,925-95.2% |