Filed May 24, 2001
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 | $223,506 |
CALLAN ASSOCIATES1 year Filed as: CALLAN HOLDINGS INC DBA CALLAN LLC Service code 27 315 MONTGOMERY ST · SAN FRANSCISCO, CA 94104 | Advisory (Plan) | $209,064 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,122 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,433 | $112,582+28.3% | $105,624+36.7% | $200,096-27.8% |
| Participation rate | 97.5% | 86.3%+11.2pp | 75.3%+22.2pp | 72.0%+25.5pp |
| Annual return | 12.04% | 15.58%-3.5pp | 116.20%-104.2pp | 34.26%-22.2pp |
| Employer contribution / active EE | $3,421 | $4,580-25.3% | $3,168+8.0% | $3,038+12.6% |
| Participant deferral / active EE | $7,374 | $6,655+10.8% | $5,013+47.1% | $5,090+44.9% |
| Admin fee / account holder | $208 | $107+94.5% | $10,961-98.1% | $269-22.7% |