Filed March 10, 2005
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,983 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR LLC Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $6,432 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 | Other Commissions | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,140 | $50,919-60.4% | $155,556-87.1% | $77,762-74.1% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 8.76% | 34.84%-26.1pp | 64.84%-56.1pp | 31.27%-22.5pp |
| Employer contribution / active EE | $1,137 | $1,991-42.9% | $4,675-75.7% | $2,728-58.3% |
| Participant deferral / active EE | $1,307 | $2,824-53.7% | $5,631-76.8% | $4,651-71.9% |
| Admin fee / account holder | $118 | $437-72.9% | $15,885-99.3% | $433-72.7% |