Filed May 10, 2005 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $340,441 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $70,000 |
EBERTS & HARRISON2 years Filed as: EBERTS & HARRISON INC Service code 23 911 RIDGEBROOK RD · SPARKS, MD 21152 | Other fees; Insurance services | $22,479 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,668 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 PO BOX 930930 · ATLANTA, GA 31193 | Legal | $15,401 |
QDRO BENEFITS FIRM SUSAN L1 year Service code 99 PO BOX 930930 · ATLANTA, GA 31193 | Other Fees | $7,152 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $7,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $31,047 | $118,972-73.9% | $76,735-59.5% | $118,972-73.9% |
| Participation rate | 46.3% | 78.0%-31.7pp | 69.5%-23.2pp | 78.0%-31.7pp |
| Annual return | 14.81% | 15.19%-0.4pp | 29.77%-15.0pp | 15.19%-0.4pp |
| Employer contribution / active EE | $5 | $3,776-99.9% | $2,454-99.8% | $3,776-99.9% |
| Participant deferral / active EE | $4,007 | $6,017-33.4% | $4,088-2.0% | $6,017-33.4% |
| Admin fee / account holder | $76 | $127-40.4% | $7,189-98.9% | $127-40.4% |