Filed March 1, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,911 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,183 | $110,258+32.6% | $102,460+42.7% | $200,096-26.9% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 14.40% | 35.78%-21.4pp | 29.47%-15.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $5,978 | $3,605+65.8% | $3,025+97.6% | $3,038+96.8% |
| Participant deferral / active EE | $5,327 | $6,377-16.5% | $5,056+5.4% | $5,090+4.7% |
| Admin fee / account holder | $54 | $122-55.9% | $9,460-99.4% | $269-80.0% |