Filed December 17, 2009
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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,744 |
WEINSTEIN ZUGMAN, LLC2 years Filed as: WEINSTEIN SPIRA & COMPANY PC Service code 99 3773 RICHMOND AVE STE 900 · HOUSTON, TX 77046 | Other Fees | $6,619 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,649 | $31,741+9.2% | $56,025-38.2% | $200,096-82.7% |
| Participation rate | 64.6% | 32.3%+32.3pp | 52.5%+12.1pp | 72.0%-7.4pp |
| Annual return | 14.92% | 14.72%+0.2pp | 1712.69%-1697.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $324 | $508-36.2% | $1,042-68.9% | $3,038-89.3% |
| Participant deferral / active EE | $2,131 | $1,184+80.0% | $1,955+9.0% | $5,090-58.1% |
| Admin fee / account holder | $47 | $426-89.0% | $2,828-98.3% | $269-82.5% |