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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $225,296 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,524 | $90,672+135.5% | $125,401+70.3% | $89,433+138.8% |
| Participation rate | 91.2% | 72.3%+18.9pp | 82.4%+8.8pp | 71.3%+19.9pp |
| Annual return | -18.64% | -6.42%-12.2pp | 572.53%-591.2pp | -11.88%-6.8pp |
| Employer contribution / active EE | $5,850 | $3,032+93.0% | $4,816+21.5% | $3,021+93.7% |
| Participant deferral / active EE | $15,488 | $7,210+114.8% | $7,448+107.9% | $5,125+202.2% |
| Admin fee / account holder | $13 | $69-81.4% | $10,008-99.9% | $79-83.9% |