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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $206,611 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $19,312 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $16,228 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,171 | $68,110+76.4% | $155,556-22.7% | $99,313+21.0% |
| Participation rate | 52.1% | 67.8%-15.7pp | 78.2%-26.2pp | 71.7%-19.6pp |
| Annual return | 15.34% | 16.16%-0.8pp | 64.84%-49.5pp | 17.67%-2.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $4,214 | $3,865+9.0% | $5,631-25.2% | $5,346-21.2% |
| Admin fee / account holder | $37 | $94-60.2% | $15,885-99.8% | $109-65.7% |