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 | $71,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $50,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,278 | $104,544-17.5% | $96,564-10.7% | $80,187+7.6% |
| Participation rate | 90.3% | 86.4%+3.9pp | 76.0%+14.3pp | 72.9%+17.3pp |
| Annual return | 17.41% | 21.79%-4.4pp | 25.89%-8.5pp | 40.40%-23.0pp |
| Employer contribution / active EE | $1,686 | $3,527-52.2% | $2,967-43.2% | $2,980-43.4% |
| Participant deferral / active EE | $4,105 | $6,170-33.5% | $4,852-15.4% | $5,016-18.2% |
| Admin fee / account holder | $78 | $107-27.0% | $8,256-99.1% | $145-46.2% |