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 Service code 15 · EIN 84-0467907 | Recordkeeping | $72,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $44,309 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,739 | $130,052-43.3% | $86,717-15.0% | $77,906-5.3% |
| Participation rate | 89.5% | 85.9%+3.6pp | 76.6%+12.9pp | 73.7%+15.8pp |
| Annual return | -16.89% | -12.73%-4.2pp | 35.97%-52.9pp | 12.16%-29.0pp |
| Employer contribution / active EE | $1,678 | $3,214-47.8% | $2,837-40.9% | $2,846-41.1% |
| Participant deferral / active EE | $4,242 | $5,741-26.1% | $4,657-8.9% | $4,805-11.7% |
| Admin fee / account holder | $71 | $132-45.9% | $7,494-99.0% | $133-46.2% |