Filed December 2, 2011 (most recent of 3 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 LIFE INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $167,477 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $50,190 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 16 1801 CALIFORNIA ST · DENVER, CO 80202 | Consulting | $14,700 |
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 | $71,347 | $45,000+58.5% | $143,799-50.4% | $77,906-8.4% |
| Participation rate | 97.9% | 66.8%+31.1pp | 80.3%+17.6pp | 73.7%+24.2pp |
| Annual return | -14.43% | 29.03%-43.5pp | -0.04%-14.4pp | 12.16%-26.6pp |
| Employer contribution / active EE | $4,430 | $1,870+136.9% | $4,952-10.5% | $2,846+55.6% |
| Participant deferral / active EE | $5,720 | $3,157+81.2% | $5,638+1.5% | $4,805+19.0% |
| Admin fee / account holder | $132 | $98+33.8% | $14,677-99.1% | $133-0.7% |