Filed January 6, 2006
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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $8,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,227 | $55,470+12.2% | $155,556-60.0% | $74,478-16.4% |
| Participation rate | 80.4% | 61.9%+18.5pp | 78.2%+2.2pp | 67.2%+13.2pp |
| Annual return | 10.76% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $914 | $2,267-59.7% | $4,675-80.5% | $2,626-65.2% |
| Participant deferral / active EE | $1,551 | $2,838-45.4% | $5,631-72.5% | $4,350-64.4% |
| Admin fee / account holder | $81 | $1,744-95.4% | $15,885-99.5% | $1,946-95.8% |