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 | $826,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $143,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,709 | $68,110+81.6% | $155,556-20.5% | $99,313+24.6% |
| Participation rate | 77.8% | 67.8%+10.0pp | 78.2%-0.4pp | 71.7%+6.1pp |
| Annual return | 14.04% | 16.16%-2.1pp | 64.84%-50.8pp | 17.67%-3.6pp |
| Employer contribution / active EE | $3,078 | $2,291+34.4% | $4,675-34.2% | $3,264-5.7% |
| Participant deferral / active EE | $5,375 | $3,865+39.1% | $5,631-4.5% | $5,346+0.6% |
| Admin fee / account holder | $174 | $94+84.9% | $15,885-98.9% | $109+59.2% |