Filed December 8, 1994 (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) | $457,845 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $209,729 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $196,713 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 16 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Consulting | $138,093 |
KPMG LLP3 years Service code 50 PO BOX 120608 · DALLAS, TX 753120608 | Direct Payment | $57,500 |
TROUTMAN SANDERS LLP4 years Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 50 600 PEACHTREE STREET · ATLANTA, GA 30308 | Direct Payment | $20,164 |
AON CONSULTING5 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 99 1100 REYNOLDS BLVD 4TH FL · WINSTON SALEM, NC 27105 | Other Fees | $13,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,571 | $122,585+220.2% | $184,256+113.1% | $200,096+96.2% |
| Participation rate | 98.5% | 86.9%+11.6pp | 86.8%+11.7pp | 72.0%+26.5pp |
| Annual return | 15.21% | 144.12%-128.9pp | 28.85%-13.6pp | 34.26%-19.1pp |
| Employer contribution / active EE | $16,679 | $4,571+264.9% | $6,427+159.5% | $3,038+449.1% |
| Participant deferral / active EE | $14,355 | $7,972+80.1% | $9,133+57.2% | $5,090+182.0% |
| Admin fee / account holder | $254 | $120+111.2% | $13,899-98.2% | $269-5.8% |