Filed June 14, 2008 (most recent of 6 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 Service code 15 · EIN 84-0467907 | Recordkeeping | $953,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $179,684 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $129,132 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,543 | $73,283+9.9% | $155,556-48.2% | $106,553-24.4% |
| Participation rate | 95.5% | 73.3%+22.3pp | 78.2%+17.3pp | 69.8%+25.7pp |
| Annual return | 12.92% | 15.76%-2.8pp | 64.84%-51.9pp | 17.37%-4.4pp |
| Employer contribution / active EE | $2,733 | $2,241+22.0% | $4,675-41.5% | $3,359-18.6% |
| Participant deferral / active EE | $5,004 | $4,567+9.6% | $5,631-11.1% | $5,562-10.0% |
| Admin fee / account holder | $32 | $56-41.9% | $15,885-99.8% | $80-59.2% |