Filed June 7, 2005 (most recent of 2 filings on file)
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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $74,056 |
ENZA FINANCIAL LLC4 years Service code 14 · EIN 47-1337968 | Plan Administrator | $23,398 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $19,925 |
Filed as: EMPOWER FINANCIAL SERVICES INC. Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,633 | $89,123-54.4% | $102,460-60.3% | $77,762-47.7% |
| Participation rate | 68.7% | 80.9%-12.3pp | 76.5%-7.9pp | 70.6%-1.9pp |
| Annual return | 10.65% | 25.05%-14.4pp | 29.47%-18.8pp | 31.27%-20.6pp |
| Employer contribution / active EE | $1,544 | $2,700-42.8% | $3,025-49.0% | $2,728-43.4% |
| Participant deferral / active EE | $2,393 | $5,148-53.5% | $5,056-52.7% | $4,651-48.6% |
| Admin fee / account holder | $154 | $236-34.6% | $9,460-98.4% | $433-64.3% |