Filed November 9, 2005
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 FINANCIAL SERVICES Service code 59 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SOUTHWEST PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $75,613 | $101,672-25.6% | $147,117-48.6% | $74,478+1.5% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 12.31% | 8757.83%-8745.5pp | 420.54%-408.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $5,489 | $3,813+44.0% | $4,932+11.3% | $2,626+109.0% |
| Participant deferral / active EE | $5,386 | $7,305-26.3% | $8,065-33.2% | $4,350+23.8% |
| Admin fee / account holder | $256 | $1,753-85.4% | $12,993-98.0% | $1,946-86.9% |