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 ANNUITY INSURANCE CO Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,985 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,307 |
JONES & ROTH, PC9 years Service code 13 PO BOX 10086 · EUGENE, OR 97440 | Contract Administrator | $4,661 |
JONES & ROTH, PC3 years Filed as: JONES & ROTH PC Service code 13 | Contract Administrator | $2,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $25,529 | $38,165-33.1% | $189,758-86.5% | $69,255-63.1% |
| Participation rate | 57.6% | 66.7%-9.1pp | 79.8%-22.2pp | 69.0%-11.4pp |
| Annual return | 12.52% | 14.65%-2.1pp | 52.62%-40.1pp | 26.73%-14.2pp |
| Employer contribution / active EE | $974 | $1,589-38.7% | $4,767-79.6% | $2,645-63.2% |
| Participant deferral / active EE | $892 | $2,073-56.9% | $5,856-84.8% | $2,890-69.1% |
| Admin fee / account holder | $214 | $714-70.0% | $20,388-98.9% | $733-70.7% |