Filed February 21, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,482 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $18,187 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $17,540 |
TRUTINA FINANCIAL1+ years Filed as: TRUTINA FINANCIAL LLC Service code 99 10811 MAIN ST · BELLVUE, WA 98004 | Other Fees | $5,452 |
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 | $97,971 | $102,422-4.3% | $147,117-33.4% | $80,959+21.0% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 13.02% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,847 | $3,717+30.4% | $4,932-1.7% | $2,757+75.8% |
| Participant deferral / active EE | $10,895 | $6,652+63.8% | $8,065+35.1% | $4,300+153.4% |
| Admin fee / account holder | $470 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |