Filed February 21, 2010
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,330 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,179 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB & CO INC. Service code 33 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,929 | $122,585+8.4% | $184,256-27.9% | $200,096-33.6% |
| Participation rate | 93.7% | 86.9%+6.7pp | 86.8%+6.9pp | 72.0%+21.7pp |
| Annual return | 14.47% | 144.12%-129.6pp | 28.85%-14.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $4,303 | $4,571-5.9% | $6,427-33.1% | $3,038+41.6% |
| Participant deferral / active EE | $5,942 | $7,972-25.5% | $9,133-34.9% | $5,090+16.7% |
| Admin fee / account holder | $60 | $120-49.7% | $13,899-99.6% | $269-77.5% |