Filed April 18, 2014 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $178,603 |
Filed as: UNITED BANK Service code 25 2071 CHAIN BRIDGE RD · VIENNA, VA 22812 | Directed Trustee | $169,707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,052 | $95,918-24.9% | $151,634-52.5% | $77,906-7.5% |
| Participation rate | 74.7% | 88.7%-14.1pp | 87.5%-12.8pp | 73.7%+1.0pp |
| Annual return | -4.18% | -5.50%+1.3pp | 3.32%-7.5pp | 12.16%-16.3pp |
| Employer contribution / active EE | $3,058 | $4,330-29.4% | $6,165-50.4% | $2,846+7.4% |
| Participant deferral / active EE | $5,122 | $7,508-31.8% | $8,363-38.8% | $4,805+6.6% |
| Admin fee / account holder | $124 | $93+33.4% | $11,614-98.9% | $133-6.1% |