Filed May 25, 2006
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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $176,597 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $42,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,470 | $66,486+166.9% | $81,370+118.1% | $77,762+128.2% |
| Participation rate | 97.8% | 68.7%+29.1pp | 69.5%+28.2pp | 70.6%+27.2pp |
| Annual return | 11.24% | 15.95%-4.7pp | 24.85%-13.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $2,806 | $2,158+30.0% | $2,464+13.9% | $2,728+2.9% |
| Participant deferral / active EE | $6,599 | $3,677+79.5% | $3,885+69.9% | $4,651+41.9% |
| Admin fee / account holder | $425 | $586-27.4% | $5,749-92.6% | $433-1.8% |