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 | $276,899 |
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,234 | $55,694+6.4% | $81,882-27.7% | $200,096-70.4% |
| Participation rate | 64.6% | 62.7%+1.9pp | 72.4%-7.8pp | 72.0%-7.4pp |
| Annual return | 20.93% | 19.59%+1.3pp | 779.47%-758.5pp | 34.26%-13.3pp |
| Employer contribution / active EE | $1,547 | $2,114-26.8% | $2,916-46.9% | $3,038-49.1% |
| Participant deferral / active EE | $5,002 | $3,299+51.6% | $4,323+15.7% | $5,090-1.7% |
| Admin fee / account holder | $107 | $348-69.3% | $7,360-98.5% | $269-60.3% |