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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,632 |
THE INVESTMENT CENTER INC3 years Service code 55 1420 US HWY # 206 · BEDMINSTER, NJ 07921 | Other Commissions | $18,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,438 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $2,177 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,578 | $60,989-69.5% | $60,906-69.5% | $66,938-72.2% |
| Participation rate | 92.6% | 74.5%+18.1pp | 73.1%+19.5pp | 69.8%+22.7pp |
| Annual return | -14.82% | -9.60%-5.2pp | 16.94%-31.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,369 | $2,661-48.5% | $2,703-49.4% | $2,545-46.2% |
| Participant deferral / active EE | $3,293 | $3,615-8.9% | $3,814-13.6% | $4,238-22.3% |
| Admin fee / account holder | $281 | $338-17.0% | $3,227-91.3% | $594-52.7% |