Filed December 13, 2000
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $337,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $97,843 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,929 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 3850 N ALVIN STREET · APPLETON, WI 54913 | Accounting | $19,200 |
Service code 29 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Legal | $5,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,463 | $112,582+4.3% | $105,624+11.2% | $200,096-41.3% |
| Participation rate | 97.4% | 86.3%+11.1pp | 75.3%+22.1pp | 72.0%+25.3pp |
| Annual return | 13.40% | 15.58%-2.2pp | 116.20%-102.8pp | 34.26%-20.9pp |
| Employer contribution / active EE | $5,703 | $4,580+24.5% | $3,168+80.0% | $3,038+87.7% |
| Participant deferral / active EE | $6,010 | $6,655-9.7% | $5,013+19.9% | $5,090+18.1% |
| Admin fee / account holder | $88 | $107-17.4% | $10,961-99.2% | $269-67.2% |