Filed September 9, 1992
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 ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $337,456 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $75,055 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 50 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Direct Payment | $1,200 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 26 · EIN 94-1737782 P.O. BOX 52114 · PHOENIX, AZ 850722114 | Advisory (Participants) | $370 |
BLACKROCK7 years Filed as: BLACKROCK EQUITY INDEX NL M Service code 52 · EIN 45-4368878 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK7 years Filed as: BLACKROCK MSCI ACWI EX-US IMI INDEX Service code 52 · EIN 27-3359978 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK7 years Filed as: BLACKROCK RUSSELL 2500 INDEX Service code 52 · EIN 46-0741542 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
BLACKROCK7 years Filed as: BLACKROCK US DEBT INDEX NL-W Service code 52 · EIN 45-3221265 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
Service code 52 · EIN 47-2484936 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS7 years Filed as: DFA US TARGETED VALUE I Service code 52 · EIN 36-3129984 6300 BEE CAVE RD BLDG ONE · AUSTIN, TX 78746 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,054 | $167,950+57.2% | $112,504+134.7% | $80,187+229.3% |
| Participation rate | 99.0% | 94.5%+4.5pp | 80.6%+18.4pp | 72.9%+26.0pp |
| Annual return | 18.92% | 18.78%+0.1pp | 34.13%-15.2pp | 40.40%-21.5pp |
| Employer contribution / active EE | $6,872 | $6,272+9.6% | $4,571+50.3% | $2,980+130.6% |
| Participant deferral / active EE | $10,496 | $9,857+6.5% | $6,522+60.9% | $5,016+109.2% |
| Admin fee / account holder | $242 | $104+133.9% | $7,048-96.6% | $145+67.1% |