Filed September 15, 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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $119,281 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $56,574 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $7,340 |
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 | $364,041 | $89,123+308.5% | $102,460+255.3% | $77,762+368.2% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 16.95% | 25.05%-8.1pp | 29.47%-12.5pp | 31.27%-14.3pp |
| Employer contribution / active EE | $2,918 | $2,700+8.1% | $3,025-3.6% | $2,728+7.0% |
| Participant deferral / active EE | $12,834 | $5,148+149.3% | $5,056+153.8% | $4,651+176.0% |
| Admin fee / account holder | $231 | $236-2.0% | $9,460-97.6% | $433-46.6% |