Filed February 13, 2017
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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,076 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD. · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $43,344 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,229 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,865 | $54,245-56.0% | $93,727-74.5% | $77,762-69.3% |
| Participation rate | 97.4% | 63.9%+33.5pp | 68.7%+28.7pp | 70.6%+26.9pp |
| Annual return | 11.98% | 30.58%-18.6pp | 133.83%-121.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,149 | $3,144-31.6% | $4,417-51.3% | $4,651-53.8% |
| Admin fee / account holder | $205 | $575-64.4% | $8,292-97.5% | $433-52.7% |