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) | $618,455 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $583,488 |
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 | $117,407 | $161,802-27.4% | $96,564+21.6% | $96,393+21.8% |
| Participation rate | 97.2% | 92.5%+4.8pp | 76.0%+21.3pp | 71.3%+26.0pp |
| Annual return | 20.51% | 18.41%+2.1pp | 25.89%-5.4pp | 22.88%-2.4pp |
| Employer contribution / active EE | $4,185 | $5,381-22.2% | $2,967+41.1% | $3,239+29.2% |
| Participant deferral / active EE | $6,951 | $8,927-22.1% | $4,852+43.3% | $5,455+27.4% |
| Admin fee / account holder | $80 | $61+31.5% | $8,256-99.0% | $74+8.4% |