Filed November 18, 2015 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $290,107 |
ERNST & YOUNG LLP7 years Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $129,400 |
Filed as: NEW YORK LIFE INSURANCE COMPANY DBA Service code 28 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 100101603 | Investment Management | $95,777 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $20,738 |
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 | $127,494 | $110,258+15.6% | $102,460+24.4% | $200,096-36.3% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 12.68% | 35.78%-23.1pp | 29.47%-16.8pp | 34.26%-21.6pp |
| Employer contribution / active EE | $3,915 | $3,605+8.6% | $3,025+29.4% | $3,038+28.9% |
| Participant deferral / active EE | $5,952 | $6,377-6.7% | $5,056+17.7% | $5,090+16.9% |
| Admin fee / account holder | $152 | $122+23.9% | $9,460-98.4% | $269-43.7% |