Filed September 12, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,588 |
RATHBONE WARWICK INVESTMENT MGMT10+ years Service code 27 · EIN 47-1056022 1028 S BRIDGEWAY PLACE · EAGLE, ID 83616 | Advisory (Plan) | $34,072 |
PINNACLE PENSION SERVICES10+ years Service code 13 | Contract Administrator | $10,000 |
PINNACLE PENSION SERVICES10+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $4,620 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8815 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $59,396 | $78,636-24.5% | $105,607-43.8% | $74,459-20.2% |
| Participation rate | 88.2% | 72.8%+15.4pp | 75.3%+12.9pp | 67.2%+20.9pp |
| Annual return | 10.36% | 15.96%-5.6pp | 116.11%-105.7pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $368 | $2,523-85.4% | $3,167-88.4% | $2,626-86.0% |
| Participant deferral / active EE | $2,472 | $4,322-42.8% | $5,011-50.7% | $4,350-43.2% |
| Admin fee / account holder | $362 | $2,220-83.7% | $10,958-96.7% | $1,945-81.4% |