Filed August 7, 2007
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 |
|---|---|---|
Service code 55 | Other Commissions | $37,244 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $18,705 |
CALIFORNIA RETIREMENT PLANS, INC.10+ years Service code 13 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $10,750 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,589 | $73,532+88.5% | $178,540-22.4% | $74,459+86.1% |
| Participation rate | 68.4% | 66.6%+1.9pp | 77.1%-8.7pp | 67.2%+1.2pp |
| Annual return | 16.27% | 17.51%-1.2pp | 27.15%-10.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $1,965 | $2,221-11.5% | $3,953-50.3% | $2,626-25.2% |
| Participant deferral / active EE | $5,982 | $4,519+32.4% | $6,281-4.8% | $4,350+37.5% |
| Admin fee / account holder | $359 | $1,813-80.2% | $10,424-96.6% | $1,945-81.6% |