Filed December 27, 2011 (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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $360,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $208,242 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 27 · EIN 23-1707341 | Advisory (Plan) | $38,300 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $31,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,849 | $67,679+25.4% | $155,509-45.4% | $99,062-14.3% |
| Participation rate | 57.5% | 67.2%-9.7pp | 78.2%-20.7pp | 71.6%-14.1pp |
| Annual return | 17.38% | 16.16%+1.2pp | 64.67%-47.3pp | 17.66%-0.3pp |
| Employer contribution / active EE | $594 | $2,268-73.8% | $4,672-87.3% | $3,262-81.8% |
| Participant deferral / active EE | $4,603 | $3,828+20.2% | $5,626-18.2% | $5,331-13.7% |
| Admin fee / account holder | $127 | $94+35.6% | $15,912-99.2% | $109+16.6% |