Filed March 14, 1994
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 ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,550 |
Service code 27 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Advisory (Plan) | $50,153 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,371 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $10,000 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $8,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,526 | $122,063-19.3% | $184,256-46.5% | $74,478+32.3% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 15.15% | 19.92%-4.8pp | 28.85%-13.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $3,436 | $4,539-24.3% | $6,427-46.5% | $2,626+30.8% |
| Participant deferral / active EE | $5,051 | $7,144-29.3% | $9,133-44.7% | $4,350+16.1% |
| Admin fee / account holder | $415 | $1,253-66.8% | $13,899-97.0% | $1,946-78.7% |