Filed February 7, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $258,566 |
Service code 27 · EIN 81-6023169 | Advisory (Plan) | $97,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,189 | $91,406+65.4% | $130,070+16.2% | $74,478+103.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 78.5%+16.5pp | 70.7%+24.3pp |
| Annual return | 17.53% | 23.21%-5.7pp | -137.40%+154.9pp | 34.37%-16.8pp |
| Employer contribution / active EE | $4,579 | $2,565+78.5% | $4,322+5.9% | $2,637+73.6% |
| Participant deferral / active EE | $6,805 | $4,724+44.1% | $5,821+16.9% | $4,530+50.2% |
| Admin fee / account holder | $394 | $283+39.1% | $10,600-96.3% | $347+13.6% |