Filed March 18, 2009
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $267,896 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $72,878 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,808 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,839 | $53,216-83.4% | $155,534-94.3% | $199,960-95.6% |
| Participation rate | 72.3% | 64.1%+8.2pp | 78.2%-6.0pp | 72.0%+0.3pp |
| Annual return | 11.25% | 41.18%-29.9pp | 64.92%-53.7pp | 34.28%-23.0pp |
| Employer contribution / active EE | $218 | $1,848-88.2% | $4,675-95.3% | $3,036-92.8% |
| Participant deferral / active EE | $1,206 | $3,164-61.9% | $5,630-78.6% | $5,087-76.3% |
| Admin fee / account holder | $105 | $186-43.7% | $15,900-99.3% | $269-61.2% |