Filed March 10, 2012
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 | $108,606 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71,056 |
TRIAD ADVISORS INC10+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $34,779 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $23,371 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $15,656 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $12,189 |
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 | $50,547 | $89,465-43.5% | $165,100-69.4% | $77,762-35.0% |
| Participation rate | 95.5% | 78.6%+16.9pp | 78.6%+16.9pp | 70.6%+24.9pp |
| Annual return | 11.43% | 28.86%-17.4pp | 70.21%-58.8pp | 31.27%-19.8pp |
| Employer contribution / active EE | $1,142 | $2,565-55.5% | $4,348-73.7% | $2,728-58.2% |
| Participant deferral / active EE | $3,745 | $4,904-23.6% | $6,035-37.9% | $4,651-19.5% |
| Admin fee / account holder | $207 | $340-39.2% | $12,696-98.4% | $433-52.2% |