Filed June 6, 2003
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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $208,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $165,143 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,590 | $36,728+152.1% | $56,025+65.3% | $99,313-6.8% |
| Participation rate | 21.2% | 25.4%-4.2pp | 52.5%-31.3pp | 71.7%-50.5pp |
| Annual return | 15.29% | 14.66%+0.6pp | 1712.69%-1697.4pp | 17.67%-2.4pp |
| Employer contribution / active EE | $625 | $415+50.7% | $1,042-40.0% | $3,264-80.9% |
| Participant deferral / active EE | $1,241 | $1,058+17.3% | $1,955-36.5% | $5,346-76.8% |
| Admin fee / account holder | $118 | $113+4.1% | $2,828-95.8% | $109+7.8% |