Filed July 20, 2005
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 |
|---|---|---|
VALIC RETIREMENT SERVICES COMPANY10+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $40,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,330 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,325 | $50,815-42.3% | $155,509-81.1% | $77,643-62.2% |
| Participation rate | 83.6% | 63.1%+20.5pp | 78.2%+5.4pp | 70.6%+13.0pp |
| Annual return | 11.77% | 34.80%-23.0pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,000 | $1,993-49.8% | $4,672-78.6% | $2,726-63.3% |
| Participant deferral / active EE | $3,261 | $2,822+15.5% | $5,626-42.0% | $4,647-29.8% |
| Admin fee / account holder | $35 | $437-91.9% | $15,912-99.8% | $430-91.8% |