Filed July 13, 2007
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 | $451,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $144,524 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $114,150 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 13 100 E PRATT ST · BALTIMORE, MD 21202 | Contract Administrator | $90,957 |
MOSS ADAMS LLP3 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $28,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $212,252 | $118,464+79.2% | $96,564+119.8% | $103,657+104.8% |
| Participation rate | 98.3% | 89.0%+9.3pp | 76.0%+22.3pp | 73.4%+24.9pp |
| Annual return | 18.59% | 18.79%-0.2pp | 25.89%-7.3pp | 33.13%-14.5pp |
| Employer contribution / active EE | $702 | $4,210-83.3% | $2,967-76.3% | $3,216-78.2% |
| Participant deferral / active EE | $15,268 | $7,277+109.8% | $4,852+214.7% | $5,218+192.6% |
| Admin fee / account holder | $79 | $81-2.3% | $8,256-99.0% | $114-30.6% |