Filed July 30, 1999 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $47,670 |
DELOITTE & TOUCHE LLP8 years Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $26,529 |
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 | $93,530 | $84,784+10.3% | $98,462-5.0% | $74,478+25.6% |
| Participation rate | 96.1% | 81.5%+14.5pp | 75.2%+20.9pp | 70.7%+25.3pp |
| Annual return | 19.06% | 20.59%-1.5pp | 21.20%-2.1pp | 34.37%-15.3pp |
| Employer contribution / active EE | $4,663 | $3,364+38.6% | $3,049+52.9% | $2,637+76.9% |
| Participant deferral / active EE | $6,068 | $5,218+16.3% | $4,738+28.1% | $4,530+34.0% |
| Admin fee / account holder | $176 | $204-13.8% | $8,875-98.0% | $347-49.2% |