Filed June 8, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,953 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 27 910 E. ST LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Advisory (Plan) | $38,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,820 |
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.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,542 | $88,982-83.7% | $102,438-85.8% | $77,671-81.3% |
| Participation rate | 70.4% | 80.9%-10.5pp | 76.5%-6.1pp | 70.6%-0.2pp |
| Annual return | 10.08% | 25.01%-14.9pp | 29.37%-19.3pp | 31.21%-21.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,024-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $146 | $236-38.0% | $9,448-98.5% | $430-66.1% |