Filed March 29, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $49,388 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $30,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,208 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,593 | $54,245+177.6% | $93,727+60.7% | $77,762+93.7% |
| Participation rate | 73.8% | 63.9%+9.9pp | 68.7%+5.1pp | 70.6%+3.2pp |
| Annual return | 13.62% | 30.58%-17.0pp | 133.83%-120.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $2,765 | $1,168+136.8% | $2,421+14.2% | $2,728+1.4% |
| Participant deferral / active EE | $5,127 | $3,144+63.1% | $4,417+16.1% | $4,651+10.2% |
| Admin fee / account holder | $186 | $575-67.7% | $8,292-97.8% | $433-57.1% |