Filed November 14, 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 ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $97,364 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $49,286 |
ALVAREZ & MARSAL TAXAND, LLC4 years Filed as: ALVAREZ & MARSAL HOLDINGS LLC DBA A Service code 16 6430 S FIDDLERS GREEN CIR STE 300 · GREENWOOD VILLAGE, CO 80111 | Consulting | $27,403 |
K FINANCIAL INC7 years Service code 10 940 MAIN ST · LOUISVILLE, CO 80027 | Accounting | $18,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,933 | $29,507+65.8% | $56,025-12.7% | $77,762-37.1% |
| Participation rate | 93.3% | 32.7%+60.6pp | 52.5%+40.8pp | 70.6%+22.7pp |
| Annual return | 12.31% | 18.90%-6.6pp | 1712.69%-1700.4pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,363 | $570+139.2% | $1,042+30.8% | $2,728-50.0% |
| Participant deferral / active EE | $3,067 | $1,062+188.8% | $1,955+56.9% | $4,651-34.1% |
| Admin fee / account holder | $199 | $1,041-80.8% | $2,828-93.0% | $433-53.9% |