Filed January 3, 1996 (most recent of 2 filings on file)
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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $659,993 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $387,710 |
HYAS GROUP, LLC9+ years Filed as: HYAS GROUP LLC Service code 15 9755 SW BARNES ROAD #660 · PORTLAND, OR 97225 | Recordkeeping | $85,626 |
MOSS ADAMS LLP9+ years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $38,325 |
SIGNATUREFD LLC4 years Service code 71 · EIN 58-2323085 | Brokerage Fees | $24,758 |
FISHER INVESTMENTS4 years Service code 71 · EIN 20-2480800 | Brokerage Fees | $21,814 |
WEIL ASSOCIATES INC3 years Service code 71 · EIN 95-4459178 | Brokerage Fees | $16,844 |
IRONWOOD CAPITAL MANAGEMENT4 years Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 71 · EIN 20-4608596 | Brokerage Fees | $15,011 |
Service code 71 · EIN 88-3179167 | Brokerage Fees | $13,980 |
SAVANT CAPITAL MANAGEMENT4 years Filed as: SAVANT CAPITAL LLC Service code 71 · EIN 45-3812777 | Brokerage Fees | $12,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,816 | $104,697+197.8% | $96,544+223.0% | $80,160+289.0% |
| Participation rate | 97.6% | 86.4%+11.2pp | 76.0%+21.7pp | 72.9%+24.7pp |
| Annual return | 20.87% | 21.78%-0.9pp | 25.84%-5.0pp | 40.38%-19.5pp |
| Employer contribution / active EE | $5,690 | $3,536+60.9% | $2,965+91.9% | $2,978+91.1% |
| Participant deferral / active EE | $20,259 | $6,188+227.4% | $4,851+317.6% | $5,017+303.8% |
| Admin fee / account holder | $178 | $107+66.5% | $8,252-97.8% | $145+22.6% |