Filed March 27, 2007
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $17,870 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 13 111 SW 5TH AVE STE 4000 · PORTLAND, OR 97204 | Contract Administrator | $2,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,685 | $59,467+25.6% | $93,727-20.3% | $74,478+0.3% |
| Participation rate | 53.2% | 59.6%-6.4pp | 68.7%-15.5pp | 67.2%-14.0pp |
| Annual return | 10.13% | 82.14%-72.0pp | 133.83%-123.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,323 | $3,052-23.9% | $4,417-47.4% | $4,350-46.6% |
| Admin fee / account holder | $188 | $3,028-93.8% | $8,292-97.7% | $1,946-90.3% |