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 | $18,554 |
Service code 13 6500 S MACADAM AVENUE, #100 · PORTLAND, OR 97239 | Contract Administrator | $1,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $49,471+10.9% | $79,583-31.1% | $66,949-18.1% |
| Participation rate | 61.2% | 61.4%-0.2pp | 69.5%-8.3pp | 69.8%-8.7pp |
| Annual return | -14.15% | 84.30%-98.4pp | 0.16%-14.3pp | 1.57%-15.7pp |
| Employer contribution / active EE | $485 | $1,266-61.7% | $2,414-79.9% | $2,545-81.0% |
| Participant deferral / active EE | $2,431 | $3,160-23.1% | $3,986-39.0% | $4,239-42.6% |
| Admin fee / account holder | $169 | $595-71.7% | $6,835-97.5% | $594-71.6% |