Filed July 12, 2006 (most recent of 2 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 ANN INS OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
THE ALLOCATION COMPANY1 year Service code 49 800 TOWN AND COUNTRY BLVD STE 500 · HOUSTON, TX 77024 | Other Services | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,584 | $129,227-26.0% | $184,256-48.1% | $77,762+22.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.8%-5.1pp | 70.6%+11.2pp |
| Annual return | 13.07% | 33.24%-20.2pp | 28.85%-15.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,436 | $4,412-67.5% | $6,427-77.7% | $2,728-47.4% |
| Participant deferral / active EE | $4,248 | $7,307-41.9% | $9,133-53.5% | $4,651-8.7% |
| Admin fee / account holder | $307 | $256+19.9% | $13,899-97.8% | $433-29.2% |