Filed August 12, 2002
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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $79,333 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,682 |
MILLER KAPLAN ARASE LLP3 years Service code 10 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $15,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,002 | $115,744-21.4% | $100,392-9.4% | $199,960-54.5% |
| Participation rate | 82.7% | 85.7%-3.0pp | 81.5%+1.2pp | 72.0%+10.7pp |
| Annual return | 13.21% | 17.79%-4.6pp | 49.45%-36.2pp | 34.28%-21.1pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,941-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $6,113 | $9,844-37.9% | $8,090-24.4% | $5,087+20.2% |
| Admin fee / account holder | $139 | $93+49.4% | $7,904-98.2% | $269-48.5% |