Filed March 1, 2002 (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 LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 13-2690792 | Recordkeeping Fees | $18,342 |
Service code 99 · EIN 34-1820650 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,490 | $103,918+91.0% | $94,677+109.6% | $80,187+147.5% |
| Participation rate | 98.8% | 85.8%+13.0pp | 80.8%+18.0pp | 72.9%+25.9pp |
| Annual return | 19.69% | 27.77%-8.1pp | 156.95%-137.3pp | 40.40%-20.7pp |
| Employer contribution / active EE | $7,623 | $3,539+115.4% | $3,673+107.5% | $2,980+155.8% |
| Participant deferral / active EE | $14,346 | $9,528+50.6% | $7,418+93.4% | $5,016+186.0% |
| Admin fee / account holder | $9 | $96-90.4% | $7,222-99.9% | $145-93.6% |