Filed February 15, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $107,086 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
MORNINGSTAR8 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,288,894 | $102,642+1155.7% | $142,562+804.1% | $74,478+1630.6% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.8%-76.8pp | 70.7%-70.7pp |
| Annual return | 20.19% | 20.46%-0.3pp | 20.13%+0.1pp | 34.37%-14.2pp |
| Employer contribution / active EE | $10,028 | $4,956+102.3% | $4,841+107.1% | $2,637+280.3% |
| Participant deferral / active EE | $12,109 | $6,304+92.1% | $6,280+92.8% | $4,530+167.3% |
| Admin fee / account holder | $1,042 | $187+458.1% | $10,012-89.6% | $347+200.3% |