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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,221 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA & COMPANY PC Service code 10 3773 RICHMOND AVE STE 900 · HOUSTON, TX 77046 | Accounting | $15,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,860 | $45,365-45.2% | $58,544-57.5% | $96,393-74.2% |
| Participation rate | 14.2% | 30.9%-16.6pp | 50.9%-36.6pp | 71.3%-57.1pp |
| Annual return | 18.99% | 20.48%-1.5pp | 4249.56%-4230.6pp | 22.88%-3.9pp |
| Employer contribution / active EE | $61 | $584-89.5% | $1,053-94.2% | $3,239-98.1% |
| Participant deferral / active EE | $363 | $1,304-72.1% | $1,923-81.1% | $5,455-93.3% |
| Admin fee / account holder | $21 | $74-71.7% | $2,520-99.2% | $74-71.5% |