Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $324,453 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $132,982 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $126,372 | $112,582+12.2% | $105,624+19.6% | $200,096-36.8% |
| Participation rate | 96.4% | 86.3%+10.1pp | 75.3%+21.1pp | 72.0%+24.4pp |
| Annual return | 14.21% | 15.58%-1.4pp | 116.20%-102.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $3,045 | $4,580-33.5% | $3,168-3.9% | $3,038+0.2% |
| Participant deferral / active EE | $10,064 | $6,655+51.2% | $5,013+100.8% | $5,090+97.7% |
| Admin fee / account holder | $104 | $107-3.2% | $10,961-99.1% | $269-61.5% |