Filed December 15, 2006 (most recent of 5 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,407 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $1,313 |
Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $212 |
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.
Employer 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 | $6,326 | $50,919-87.6% | $155,556-95.9% | $77,762-91.9% |
| Participation rate | 26.1% | 63.1%-37.0pp | 78.2%-52.2pp | 70.6%-44.5pp |
| Annual return | 10.35% | 34.84%-24.5pp | 64.84%-54.5pp | 31.27%-20.9pp |
| Employer contribution / active EE | $192 | $1,991-90.4% | $4,675-95.9% | $2,728-93.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $21 | $437-95.3% | $15,885-99.9% | $433-95.2% |