Filed March 18, 2002
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 INS. CO. OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $222,297 |
EVOKE WEALTH LLC2 years Filed as: EVOKE ADVISORS Service code 27 · EIN 83-3323177 | Advisory (Plan) | $203,996 |
Service code 11 · EIN 26-1370698 | Actuarial | $147,231 |
THE BANK OF NEW YORK MELLON4 years Filed as: U.S. BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $93,005 |
Service code 28 · EIN 13-3257590 | Investment Management | $33,394 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $26,750 |
Filed as: ARTHUR J GALLAGHER INS. BROKERS Service code 22 · EIN 94-3015711 | Insurance Broker | $18,098 |
MITCHELL & TITUS, LLP8+ years Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 29 · EIN 95-1883538 | Legal | $5,930 |
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,435,694 | $1,435,6940% | $286,620+400.9% | $1,435,6940% |
| Participation rate | 0.0% | 0.0%0pp | 79.5%-79.5pp | 0.0%0pp |
| Annual return | -9.61% | -10.25%+0.6pp | -10.99%+1.4pp | -10.25%+0.6pp |
| Employer contribution / active EE | $45,872 | $33,699+36.1% | $27,423+67.3% | $33,699+36.1% |
| Participant deferral / active EE | $264 | $132+100.0% | $2,025-87.0% | $132+100.0% |
| Admin fee / account holder | $12,219 | $12,2190% | $71,441-82.9% | $12,2190% |