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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $281,605 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $45,132 |
Filed as: GOFF BACKA ALFERA & COMPANY LLC Service code 10 3325 SAW MILLS RUN BLVD · PITTSBURGH, PA 15227 | Accounting | $9,000 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 99 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Other Fees | $7,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $665 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
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 | $73,969 | $130,052-43.1% | $86,717-14.7% | $77,906-5.1% |
| Participation rate | 92.9% | 85.9%+7.0pp | 76.6%+16.3pp | 73.7%+19.2pp |
| Annual return | -16.26% | -12.73%-3.5pp | 35.97%-52.2pp | 12.16%-28.4pp |
| Employer contribution / active EE | $2,261 | $3,214-29.7% | $2,837-20.3% | $2,846-20.6% |
| Participant deferral / active EE | $4,852 | $5,741-15.5% | $4,657+4.2% | $4,805+1.0% |
| Admin fee / account holder | $82 | $132-37.9% | $7,494-98.9% | $133-38.2% |