Filed May 12, 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 | $154,608 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 99 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Other Fees | $50,000 |
HOGANTAYLOR LLP3 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $21,232 |
FRIDAY ELDREDGE & CLARK4 years Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE · LITTLE ROCK, AR 722013522 | Legal | $102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,309 | $95,918-26.7% | $151,634-53.6% | $77,906-9.8% |
| Participation rate | 92.8% | 88.7%+4.1pp | 87.5%+5.4pp | 73.7%+19.2pp |
| Annual return | -12.57% | -5.50%-7.1pp | 3.32%-15.9pp | 12.16%-24.7pp |
| Employer contribution / active EE | $2,488 | $4,330-42.5% | $6,165-59.6% | $2,846-12.6% |
| Participant deferral / active EE | $4,353 | $7,508-42.0% | $8,363-47.9% | $4,805-9.4% |
| Admin fee / account holder | $45 | $93-51.4% | $11,614-99.6% | $133-65.8% |