Filed September 3, 2013
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 | $52,677 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,286 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,437 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,886 |
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 | $28,577 | $58,778-51.4% | $129,295-77.9% | $77,671-63.2% |
| Participation rate | 98.4% | 59.2%+39.2pp | 69.6%+28.8pp | 70.6%+27.9pp |
| Annual return | 15.16% | 24.73%-9.6pp | 9429.28%-9414.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,191 | $1,952-39.0% | $4,157-71.3% | $2,726-56.3% |
| Participant deferral / active EE | $3,089 | $3,212-3.8% | $4,169-25.9% | $4,648-33.5% |
| Admin fee / account holder | $116 | $589-80.3% | $7,665-98.5% | $430-73.0% |