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 · EIN 84-1532243 | Advisory (Participants) | $568,378 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $535,870 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,200 |
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 | $112,391 | $138,331-18.8% | $86,717+29.6% | $89,433+25.7% |
| Participation rate | 98.0% | 88.9%+9.1pp | 76.6%+21.4pp | 71.3%+26.7pp |
| Annual return | -15.73% | -11.72%-4.0pp | 35.97%-51.7pp | -11.88%-3.8pp |
| Employer contribution / active EE | $4,389 | $4,812-8.8% | $2,837+54.7% | $3,021+45.3% |
| Participant deferral / active EE | $7,551 | $8,027-5.9% | $4,657+62.1% | $5,125+47.3% |
| Admin fee / account holder | $84 | $64+31.5% | $7,494-98.9% | $79+6.1% |