Filed July 28, 2012 (most recent of 4 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 ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,030 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $23,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,477 |
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, STE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $13,275 |
Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $5,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,263 | $80,724-21.6% | $103,333-38.8% | $74,495-15.1% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 12.17% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,412 | $3,157+71.4% | $3,868+39.9% | $2,623+106.3% |
| Participant deferral / active EE | $2,636 | $3,860-31.7% | $5,057-47.9% | $4,346-39.4% |
| Admin fee / account holder | $210 | $2,368-91.1% | $8,355-97.5% | $1,942-89.2% |