Filed April 30, 2009 (most recent of 3 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 Service code 15 · EIN 84-0467907 | Recordkeeping | $328,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 · EIN 84-1532243 | Directed Trustee | $95,438 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $64,647 |
GOFF BACKA ALFERA & COMPANY3 years Filed as: GOFF BACKA ALFERA & COMPANY LLC Service code 10 3325 SAW MILLS RUN BLVD · PITTSBURGH, PA 15227 | Accounting | $9,643 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,448 | $110,258-23.4% | $102,460-17.6% | $200,096-57.8% |
| Participation rate | 69.4% | 86.3%-16.9pp | 76.5%-7.1pp | 72.0%-2.6pp |
| Annual return | -17.09% | 35.78%-52.9pp | 29.47%-46.6pp | 34.26%-51.4pp |
| Employer contribution / active EE | $2,553 | $3,605-29.2% | $3,025-15.6% | $3,038-15.9% |
| Participant deferral / active EE | $5,315 | $6,377-16.7% | $5,056+5.1% | $5,090+4.4% |
| Admin fee / account holder | $145 | $122+18.8% | $9,460-98.5% | $269-46.1% |