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 LLC1+ years Service code 11 · EIN 04-3513306 | Actuarial | $493,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 21 · EIN 06-1050034 | Bank Trustee | $8,523 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | 0.00% | 5.54%-5.5pp | 8.92%-8.9pp | 8.76%-8.8pp |
| Employer contribution / active EE | $11,340 | $6,639+70.8% | $24,457-53.6% | $16,664-31.9% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |