Filed July 12, 2006 (most recent of 2 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,330 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $109,707 |
MERCER1 year Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $57,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,625 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $13,274 |
Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
US BANK9+ years Service code 62 · EIN 41-0255900 | Float revenue | $0 |
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 | $179,681 | $129,756+38.5% | $170,055+5.7% | $103,657+73.3% |
| Participation rate | 98.6% | 91.3%+7.3pp | 87.0%+11.6pp | 73.4%+25.2pp |
| Annual return | 19.79% | 20.17%-0.4pp | 53.43%-33.6pp | 33.13%-13.3pp |
| Employer contribution / active EE | $4,744 | $5,236-9.4% | $6,790-30.1% | $3,216+47.5% |
| Participant deferral / active EE | $10,986 | $8,283+32.6% | $10,410+5.5% | $5,218+110.5% |
| Admin fee / account holder | $70 | $73-3.5% | $12,828-99.5% | $114-38.4% |