Filed October 18, 2006 (most recent of 4 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 27 · EIN 13-5581829 | Advisory (Plan) | $53,818 |
FRANCIS INVESTMENT COUNCIL3 years Service code 27 · EIN 90-0142264 | Advisory (Plan) | $25,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 99 8515 E. ORCHARD ROAD 10T2 · GREENWOOD VILLAGE, CA 80111 | Other Fees | $15,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $5,075 |
Service code 99 · EIN 26-0058143 | Other Fees | $4,870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,278 | $53,204-3.6% | $155,556-67.0% | $200,096-74.4% |
| Participation rate | 94.8% | 64.1%+30.7pp | 78.2%+16.6pp | 72.0%+22.8pp |
| Annual return | 11.73% | 41.02%-29.3pp | 64.84%-53.1pp | 34.26%-22.5pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $41 | $186-78.1% | $15,885-99.7% | $269-84.9% |