Filed February 9, 2004
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,022 |
EVEREN SECURITIES INC4 years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $12,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,885 | $53,204-62.6% | $155,556-87.2% | $200,096-90.1% |
| Participation rate | 43.3% | 64.1%-20.8pp | 78.2%-34.9pp | 72.0%-28.7pp |
| Annual return | 80.71% | 41.02%+39.7pp | 64.84%+15.9pp | 34.26%+46.4pp |
| Employer contribution / active EE | $1,115 | $1,850-39.8% | $4,675-76.2% | $3,038-63.3% |
| Participant deferral / active EE | $2,017 | $3,163-36.3% | $5,631-64.2% | $5,090-60.4% |
| Admin fee / account holder | $60 | $186-67.9% | $15,885-99.6% | $269-77.8% |