Filed December 3, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $21,140 |
Filed as: MERRILL LYNCH, PIERCE FENNER AND SM Service code 33 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage | $15,375 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,157 | $65,061+15.5% | $143,757-47.7% | $66,914+12.3% |
| Participation rate | 79.5% | 65.2%+14.3pp | 80.3%-0.8pp | 69.8%+9.7pp |
| Annual return | -19.15% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $5,178 | $2,361+119.3% | $4,951+4.6% | $2,544+103.5% |
| Participant deferral / active EE | $3,256 | $2,919+11.6% | $5,637-42.2% | $4,237-23.1% |
| Admin fee / account holder | $211 | $502-57.9% | $14,673-98.6% | $593-64.4% |