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 | $236,733 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $5,335 |
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 | $251,172 | $106,994+134.8% | $135,998+84.7% | $96,393+160.6% |
| Participation rate | 92.4% | 72.5%+19.9pp | 81.9%+10.5pp | 71.3%+21.2pp |
| Annual return | 21.87% | 26.64%-4.8pp | 68.37%-46.5pp | 22.88%-1.0pp |
| Employer contribution / active EE | $5,920 | $3,391+74.6% | $4,860+21.8% | $3,239+82.8% |
| Participant deferral / active EE | $16,591 | $7,968+108.2% | $7,761+113.8% | $5,455+204.2% |
| Admin fee / account holder | $13 | $79-83.9% | $10,769-99.9% | $74-82.8% |