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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $77,844 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $61,374 |
Service code 99 · EIN 34-1820650 | Other Fees | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,513 | $110,258-20.6% | $102,460-14.6% | $200,096-56.3% |
| Participation rate | 91.4% | 86.3%+5.1pp | 76.5%+14.9pp | 72.0%+19.4pp |
| Annual return | 12.27% | 35.78%-23.5pp | 29.47%-17.2pp | 34.26%-22.0pp |
| Employer contribution / active EE | $1,959 | $3,605-45.6% | $3,025-35.2% | $3,038-35.5% |
| Participant deferral / active EE | $4,274 | $6,377-33.0% | $5,056-15.5% | $5,090-16.0% |
| Admin fee / account holder | $87 | $122-28.8% | $9,460-99.1% | $269-67.7% |