Filed August 20, 2012
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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $28,057 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,298 | $76,209-45.8% | $81,370-49.2% | $200,096-79.4% |
| Participation rate | 84.0% | 76.4%+7.7pp | 69.5%+14.5pp | 72.0%+12.0pp |
| Annual return | 18.25% | 15.55%+2.7pp | 24.85%-6.6pp | 34.26%-16.0pp |
| Employer contribution / active EE | $416 | $2,807-85.2% | $2,464-83.1% | $3,038-86.3% |
| Participant deferral / active EE | $3,024 | $4,210-28.2% | $3,885-22.2% | $5,090-40.6% |
| Admin fee / account holder | $30 | $146-79.1% | $5,749-99.5% | $269-88.7% |