Filed September 14, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $450,939 |
COWEN & COMPANY LLC6 years Service code 50 · EIN 84-1702964 | Direct Payment | $6,690 |
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 | $132,126 | $122,585+7.8% | $184,256-28.3% | $200,096-34.0% |
| Participation rate | 99.8% | 86.9%+12.8pp | 86.8%+13.0pp | 72.0%+27.8pp |
| Annual return | 14.92% | 144.12%-129.2pp | 28.85%-13.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $5,284 | $4,571+15.6% | $6,427-17.8% | $3,038+74.0% |
| Participant deferral / active EE | $7,221 | $7,972-9.4% | $9,133-20.9% | $5,090+41.9% |
| Admin fee / account holder | $98 | $120-18.2% | $13,899-99.3% | $269-63.5% |