Filed March 3, 2008
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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,984 |
Filed as: SECURIAN FINANCIAL Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $14,704 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,846 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $12,004 |
Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $5,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,913 | $79,151-73.6% | $60,906-65.7% | $64,819-67.7% |
| Participation rate | 95.2% | 77.7%+17.4pp | 73.1%+22.1pp | 71.5%+23.7pp |
| Annual return | -16.17% | -7.12%-9.0pp | 16.94%-33.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $3,003 | $3,052-1.6% | $2,703+11.1% | $2,507+19.8% |
| Participant deferral / active EE | $1,587 | $3,727-57.4% | $3,814-58.4% | $4,311-63.2% |
| Admin fee / account holder | $192 | $106+81.9% | $3,227-94.0% | $188+2.4% |