Filed November 26, 2007 (most recent of 4 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 INS OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $263,483 |
Filed as: ADVISED ASSET GROUP Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $199,221 |
Service code 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $29,500 |
MOSS ADAMS LLP9+ years Service code 10 999 THIRD AVENUE · SEATTLE, WA 98104 | Accounting | $2,200 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $825 |
Employer 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 | $93,721 | $50,169+86.8% | $149,740-37.4% | $80,187+16.9% |
| Participation rate | 92.5% | 64.3%+28.2pp | 78.8%+13.7pp | 72.9%+19.5pp |
| Annual return | 16.22% | 29.82%-13.6pp | 134.51%-118.3pp | 40.40%-24.2pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $9,298 | $3,194+191.1% | $5,683+63.6% | $5,016+85.4% |
| Admin fee / account holder | $139 | $153-8.9% | $13,222-98.9% | $145-4.1% |