Filed December 30, 2015 (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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $224,604 |
UBS FINANCIAL SERVICES INC7 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,940 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,055 | $52,960+7.7% | $86,681-34.2% | $80,187-28.8% |
| Participation rate | 66.3% | 62.4%+3.9pp | 71.7%-5.4pp | 72.9%-6.6pp |
| Annual return | 21.54% | 24.84%-3.3pp | 593.32%-571.8pp | 40.40%-18.9pp |
| Employer contribution / active EE | $1,670 | $2,138-21.9% | $3,026-44.8% | $2,980-44.0% |
| Participant deferral / active EE | $5,290 | $3,226+64.0% | $4,440+19.2% | $5,016+5.5% |
| Admin fee / account holder | $100 | $113-11.4% | $5,620-98.2% | $145-30.9% |