Filed April 13, 2007 (most recent of 3 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 INSURANCE COMPANY O Service code 13 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $511,315 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $195,963 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,358 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $899 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,503 | $145,513+35.0% | $184,256+6.6% | $99,313+97.9% |
| Participation rate | 94.6% | 90.3%+4.3pp | 86.8%+7.8pp | 71.7%+22.9pp |
| Annual return | 12.49% | 21.25%-8.8pp | 28.85%-16.4pp | 17.67%-5.2pp |
| Employer contribution / active EE | $11,675 | $5,354+118.1% | $6,427+81.7% | $3,264+257.7% |
| Participant deferral / active EE | $7,936 | $8,423-5.8% | $9,133-13.1% | $5,346+48.5% |
| Admin fee / account holder | $137 | $78+76.9% | $13,899-99.0% | $109+25.9% |