Filed April 4, 2013
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 ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $240,704 |
Filed as: EMPOWER FINANCIAL SERVICES INC Service code 33 · EIN 84-0965407 | Shareholder servicing fees; Securitie... | $5,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $298,482 | $128,169+132.9% | $147,005+103.0% | $106,408+180.5% |
| Participation rate | 93.9% | 67.3%+26.6pp | 82.2%+11.8pp | 69.9%+24.0pp |
| Annual return | 17.68% | 17.88%-0.2pp | 418.76%-401.1pp | 17.37%+0.3pp |
| Employer contribution / active EE | $6,201 | $3,374+83.8% | $4,934+25.7% | $3,361+84.5% |
| Participant deferral / active EE | $17,933 | $7,665+134.0% | $8,070+122.2% | $5,567+222.1% |
| Admin fee / account holder | $13 | $88-85.4% | $13,006-99.9% | $79-83.8% |