Filed November 28, 2005 (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 |
|---|---|---|
Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Advisory (Plan) | $65,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $60,065 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,186 | $58,969+85.2% | $129,406-15.6% | $77,762+40.4% |
| Participation rate | 42.1% | 59.5%-17.4pp | 69.6%-27.5pp | 70.6%-28.5pp |
| Annual return | 13.00% | 24.78%-11.8pp | 9468.18%-9455.2pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,454 | $1,959-25.7% | $4,155-65.0% | $2,728-46.7% |
| Participant deferral / active EE | $4,189 | $3,224+29.9% | $4,167+0.5% | $4,651-9.9% |
| Admin fee / account holder | $507 | $593-14.4% | $7,689-93.4% | $433+17.2% |