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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $282,655 |
Service code 27 PO BOX 30918 · BILLINGS, MT 59116 | Advisory (Plan) | $108,519 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,202 |
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 | $161,760 | $89,465+80.8% | $165,100-2.0% | $77,762+108.0% |
| Participation rate | 89.0% | 78.6%+10.3pp | 78.6%+10.3pp | 70.6%+18.4pp |
| Annual return | 13.61% | 28.86%-15.3pp | 70.21%-56.6pp | 31.27%-17.7pp |
| Employer contribution / active EE | $4,112 | $2,565+60.3% | $4,348-5.4% | $2,728+50.7% |
| Participant deferral / active EE | $6,452 | $4,904+31.6% | $6,035+6.9% | $4,651+38.7% |
| Admin fee / account holder | $450 | $340+32.6% | $12,696-96.5% | $433+4.1% |