Filed June 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 INS CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,395 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,397 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $8,479 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD. STE. 100 · OVERLAND PARK, AZ 66211 | Investment Management | $5,785 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,178 | $59,105-57.4% | $159,991-84.3% | $66,930-62.4% |
| Participation rate | 98.2% | 68.1%+30.1pp | 78.0%+20.2pp | 69.8%+28.4pp |
| Annual return | -16.32% | -12.26%-4.1pp | 408.82%-425.1pp | 1.57%-17.9pp |
| Employer contribution / active EE | $3,578 | $1,983+80.4% | $4,225-15.3% | $2,545+40.6% |
| Participant deferral / active EE | $6,176 | $4,395+40.5% | $6,183-0.1% | $4,238+45.7% |
| Admin fee / account holder | $396 | $591-33.0% | $8,715-95.5% | $593-33.3% |