Filed February 20, 2005
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 |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN ADMINISTRATIVE · SAN DIEGO, CA 92101 | Contract Administrator | $3,675 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $2,762 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,838 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,757 | $112,932+169.9% | $103,065+195.7% | $74,478+309.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 14.16% | 23.24%-9.1pp | 23.95%-9.8pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $19,478 | $4,881+299.0% | $4,675+316.6% | $2,626+641.7% |
| Participant deferral / active EE | $10,412 | $7,279+43.0% | $6,625+57.2% | $4,350+139.3% |
| Admin fee / account holder | $45 | $1,707-97.4% | $9,349-99.5% | $1,946-97.7% |