Filed January 16, 2006
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $117,035 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85,756 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $72,947 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW STE 2100 · ATLANTA, GA 30363 | Accounting | $16,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,864 | $2,703,213-97.5% | $165,100-59.5% | $200,096-66.6% |
| Participation rate | 97.5% | 78.4%+19.0pp | 78.6%+18.8pp | 72.0%+25.4pp |
| Annual return | 13.65% | 17.97%-4.3pp | 70.21%-56.6pp | 34.26%-20.6pp |
| Employer contribution / active EE | $3,380 | $2,973+13.7% | $4,348-22.3% | $3,038+11.3% |
| Participant deferral / active EE | $4,391 | $5,021-12.6% | $6,035-27.3% | $5,090-13.7% |
| Admin fee / account holder | $133 | $1,999-93.3% | $12,696-98.9% | $269-50.4% |