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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $10,000 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $3,518 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,163 | $53,204-69.6% | $155,556-89.6% | $200,096-91.9% |
| Participation rate | 33.3% | 64.1%-30.8pp | 78.2%-45.0pp | 72.0%-38.8pp |
| Annual return | 11.81% | 41.02%-29.2pp | 64.84%-53.0pp | 34.26%-22.5pp |
| Employer contribution / active EE | $392 | $1,850-78.8% | $4,675-91.6% | $3,038-87.1% |
| Participant deferral / active EE | $381 | $3,163-88.0% | $5,631-93.2% | $5,090-92.5% |
| Admin fee / account holder | $36 | $186-80.7% | $15,885-99.8% | $269-86.7% |