Filed May 16, 2006
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 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $244,370 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $16,228 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,610 |
Participant contribution per participant 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 | $62,862 | $68,110-7.7% | $155,556-59.6% | $99,313-36.7% |
| Participation rate | 78.3% | 67.8%+10.5pp | 78.2%0pp | 71.7%+6.6pp |
| Annual return | 13.55% | 16.16%-2.6pp | 64.84%-51.3pp | 17.67%-4.1pp |
| Employer contribution / active EE | $2,290 | $2,2910% | $4,675-51.0% | $3,264-29.9% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $33 | $94-64.5% | $15,885-99.8% | $109-69.5% |