Filed October 5, 2001
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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $190,494 |
BRYAN CAVE LLP9+ years Service code 29 · EIN 43-0602162 | Legal | $41,413 |
Service code 27 · EIN 84-1612955 | Advisory (Plan) | $40,600 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $25,480 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,055 | $103,918-24.9% | $94,677-17.6% | $80,187-2.7% |
| Participation rate | 83.7% | 85.8%-2.2pp | 80.8%+2.8pp | 72.9%+10.7pp |
| Annual return | 19.00% | 27.77%-8.8pp | 156.95%-138.0pp | 40.40%-21.4pp |
| Employer contribution / active EE | $56 | $3,539-98.4% | $3,673-98.5% | $2,980-98.1% |
| Participant deferral / active EE | $3,775 | $9,528-60.4% | $7,418-49.1% | $5,016-24.7% |
| Admin fee / account holder | $71 | $96-26.3% | $7,222-99.0% | $145-51.0% |