Filed December 1, 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92,042 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Other Fees | $67,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,380 |
SCOTT AND COMPANY, LLC10+ years Service code 10 1441 MAIN STREET SUITE 800 · COLUMBIA, SC 29201 | Accounting | $10,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,644 | $53,204-6.7% | $155,556-68.1% | $200,096-75.2% |
| Participation rate | 40.8% | 64.1%-23.3pp | 78.2%-37.5pp | 72.0%-31.2pp |
| Annual return | 13.23% | 41.02%-27.8pp | 64.84%-51.6pp | 34.26%-21.0pp |
| Employer contribution / active EE | $488 | $1,850-73.6% | $4,675-89.6% | $3,038-83.9% |
| Participant deferral / active EE | $2,122 | $3,163-32.9% | $5,631-62.3% | $5,090-58.3% |
| Admin fee / account holder | $238 | $186+27.9% | $15,885-98.5% | $269-11.8% |