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 | $257,791 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $142 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
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 | $112,566 | $95,918+17.4% | $151,634-25.8% | $77,906+44.5% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.5%+3.4pp | 73.7%+17.3pp |
| Annual return | -14.67% | -5.50%-9.2pp | 3.32%-18.0pp | 12.16%-26.8pp |
| Employer contribution / active EE | $3,728 | $4,330-13.9% | $6,165-39.5% | $2,846+31.0% |
| Participant deferral / active EE | $5,090 | $7,508-32.2% | $8,363-39.1% | $4,805+5.9% |
| Admin fee / account holder | $58 | $93-38.0% | $11,614-99.5% | $133-56.4% |