Filed June 11, 1999
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 | $607,671 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $162,500 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $12,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,971 | $93,283-35.7% | $76,891-22.0% | $103,657-42.1% |
| Participation rate | 50.4% | 79.3%-28.8pp | 69.6%-19.2pp | 73.4%-22.9pp |
| Annual return | 13.33% | 17.40%-4.1pp | 37.91%-24.6pp | 33.13%-19.8pp |
| Employer contribution / active EE | $1,192 | $3,170-62.4% | $2,534-52.9% | $3,216-62.9% |
| Participant deferral / active EE | $2,108 | $4,624-54.4% | $3,833-45.0% | $5,218-59.6% |
| Admin fee / account holder | $160 | $78+104.5% | $5,488-97.1% | $114+40.5% |