Filed October 4, 2000
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 | $344,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174,505 |
Filed as: FEDEX KINKOS Service code 99 PO BOX 672085 · DALLAS, TX 752672085 | Other Fees | $31,343 |
CROWE LLP1 year Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $14,438 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,323 | $106,553-79.1% | $81,370-72.6% | $106,553-79.1% |
| Participation rate | 28.4% | 69.8%-41.5pp | 69.5%-41.2pp | 69.8%-41.5pp |
| Annual return | 13.47% | 17.37%-3.9pp | 24.85%-11.4pp | 17.37%-3.9pp |
| Employer contribution / active EE | $207 | $3,359-93.8% | $2,464-91.6% | $3,359-93.8% |
| Participant deferral / active EE | $694 | $5,562-87.5% | $3,885-82.1% | $5,562-87.5% |
| Admin fee / account holder | $27 | $80-66.2% | $5,749-99.5% | $80-66.2% |