Filed January 25, 1996
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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,580 |
PRUCO SECURITIES, LLC6 years Filed as: PRUCO SECURITIES LLC Service code 55 213 WASHINGTON ST 17TH FL · NEWARK, NJ 07102 | Other Commissions | $32,009 |
PRUCO SECURITIES, LLC5 years Service code 55 213 WASHINGTON ST 17TH FL · NEWARK, NJ 07102 | Other Commissions | $10,504 |
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 | $99,894 | $89,588+11.5% | $133,698-25.3% | $77,762+28.5% |
| Participation rate | 63.9% | 74.3%-10.4pp | 76.4%-12.5pp | 70.6%-6.7pp |
| Annual return | 14.81% | 17.42%-2.6pp | 580.90%-566.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,300 | $3,491-62.7% | $4,218-69.2% | $2,728-52.3% |
| Participant deferral / active EE | $2,898 | $5,592-48.2% | $7,016-58.7% | $4,651-37.7% |
| Admin fee / account holder | $285 | $539-47.1% | $6,703-95.7% | $433-34.2% |