Filed January 6, 2006
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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,663 |
PENTEGRA SERVICES, INC.7 years Service code 13 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $63 |
PENTEGRA SERVICES, INC.10+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,383 | $129,227-74.2% | $184,256-81.9% | $77,762-57.1% |
| Participation rate | 83.8% | 87.4%-3.6pp | 86.8%-3.0pp | 70.6%+13.2pp |
| Annual return | 14.14% | 33.24%-19.1pp | 28.85%-14.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $3,962 | $4,412-10.2% | $6,427-38.4% | $2,728+45.2% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $6 | $256-97.7% | $13,899-100.0% | $433-98.6% |