Filed October 18, 2004
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 |
|---|---|---|
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $497,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 21 · EIN 06-1050034 | Bank Trustee | $8,710 |
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 | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -70.77% | 5.54%-76.3pp | 8.92%-79.7pp | 8.76%-79.5pp |
| Employer contribution / active EE | $4,155 | $6,639-37.4% | $24,457-83.0% | $16,664-75.1% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |