Filed November 10, 2004 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,939,663 |
ALLSPRING4 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 95-3692822 | Advisory (Plan) | $1,030,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $829,391 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $201,620 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 · EIN 84-0965407 | Securities brokerage; Participant com... | $11,429 |
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 | $121,589 | $128,169-5.1% | $147,117-17.4% | $106,553+14.1% |
| Participation rate | 81.2% | 67.3%+13.9pp | 82.2%-1.0pp | 69.8%+11.4pp |
| Annual return | 15.21% | 17.88%-2.7pp | 420.54%-405.3pp | 17.37%-2.2pp |
| Employer contribution / active EE | $3,183 | $3,374-5.7% | $4,932-35.5% | $3,359-5.2% |
| Participant deferral / active EE | $9,511 | $7,665+24.1% | $8,065+17.9% | $5,562+71.0% |
| Admin fee / account holder | $132 | $88+49.6% | $12,993-99.0% | $80+65.4% |