Filed September 2, 2008 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $34,780 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 50 PO BOX 8904 · VANCOUVER, WA 986889912 | Direct Payment | $14,209 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $7,334 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,216 |
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 | $43,523 | $73,149-40.5% | $120,580-63.9% | $77,762-44.0% |
| Participation rate | 94.9% | 55.2%+39.8pp | 72.0%+23.0pp | 70.6%+24.3pp |
| Annual return | 10.79% | 18.24%-7.5pp | 107.48%-96.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $1,744 | $1,793-2.7% | $3,469-49.7% | $2,728-36.1% |
| Participant deferral / active EE | $2,577 | $3,006-14.3% | $4,995-48.4% | $4,651-44.6% |
| Admin fee / account holder | $178 | $660-73.0% | $9,418-98.1% | $433-58.8% |