Filed June 16, 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 94-1236937 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,681 |
NWK GROUP, INC.2 years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $30,000 |
Filed as: CALIFORNIA RETIREMENT PLANS,INC. Service code 13 · EIN 68-0414789 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $8,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,635 | $58,275+467.4% | $81,844+304.0% | $80,935+308.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.13% | 41.82%-26.7pp | 778.87%-763.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $19,524 | $2,346+732.3% | $2,916+569.5% | $2,757+608.2% |
| Participant deferral / active EE | $15,240 | $3,285+363.9% | $4,323+252.5% | $4,299+254.5% |
| Admin fee / account holder | $643 | $4,749-86.5% | $7,355-91.3% | $6,924-90.7% |