Filed December 25, 2013
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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $776,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $682,117 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $4,800 |
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 | $121,528 | $178,759-32.0% | $102,460+18.6% | $106,553+14.1% |
| Participation rate | 97.5% | 91.3%+6.2pp | 76.5%+20.9pp | 69.8%+27.6pp |
| Annual return | 17.54% | 17.23%+0.3pp | 29.47%-11.9pp | 17.37%+0.2pp |
| Employer contribution / active EE | $4,598 | $5,750-20.0% | $3,025+52.0% | $3,359+36.9% |
| Participant deferral / active EE | $7,258 | $9,466-23.3% | $5,056+43.5% | $5,562+30.5% |
| Admin fee / account holder | $87 | $62+40.2% | $9,460-99.1% | $80+9.4% |