Filed January 3, 2012
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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $926,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $321,294 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC Service code 27 400 GALLERIA PARKWAY, SUITE 1800 · ATLANTA, GA 30339 | Advisory (Plan) | $91,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $31,500 |
Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 99 1111 3RD AVE STE 800 · SEATTLE, WA 981013216 | Other Fees | $24,200 |
Service code 16 · EIN 34-1820650 | Consulting | $2,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,698 | $96,807+8.2% | $165,100-36.6% | $106,553-1.7% |
| Participation rate | 95.3% | 79.1%+16.2pp | 78.6%+16.6pp | 69.8%+25.4pp |
| Annual return | 14.99% | 17.39%-2.4pp | 70.21%-55.2pp | 17.37%-2.4pp |
| Employer contribution / active EE | $2,415 | $2,888-16.4% | $4,348-44.5% | $3,359-28.1% |
| Participant deferral / active EE | $6,840 | $5,055+35.3% | $6,035+13.3% | $5,562+23.0% |
| Admin fee / account holder | $88 | $66+34.4% | $12,696-99.3% | $80+11.0% |