Filed April 21, 2003
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 INS CO Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,595 |
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $25,403 |
Filed as: FLORIDA RETIREMENT CONSULTANTS, LLC Service code 13 16703 EARLY RISER AVE, STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $3,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,694 | $88,360+2.6% | $145,433-37.6% | $67,986+33.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 16.78% | 63.15%-46.4pp | 66.58%-49.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $9,740 | $3,054+218.9% | $4,554+113.9% | $2,019+382.5% |
| Participant deferral / active EE | $11,639 | $5,932+96.2% | $7,897+47.4% | $3,358+246.6% |
| Admin fee / account holder | $245 | $3,313-92.6% | $13,129-98.1% | $3,203-92.3% |