Filed December 29, 1993 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $6,345,223 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,406,684 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $66,300 |
COMERICA BANK2 years Filed as: COMERICA BANK & TRUST, NA Service code 21 411 W LAFAYETTE BOULEVARD · DETROIT, MI 48226 | Bank Trustee | $0 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 04-3478313 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 33 · EIN 43-0538770 | Securities brokerage; Securities brok... | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,985 | $106,553+119.6% | $133,698+75.0% | $106,553+119.6% |
| Participation rate | 95.1% | 69.8%+25.3pp | 76.4%+18.7pp | 69.8%+25.3pp |
| Annual return | 19.25% | 17.37%+1.9pp | 580.90%-561.6pp | 17.37%+1.9pp |
| Employer contribution / active EE | $6,154 | $3,359+83.2% | $4,218+45.9% | $3,359+83.2% |
| Participant deferral / active EE | $10,433 | $5,562+87.6% | $7,016+48.7% | $5,562+87.6% |
| Admin fee / account holder | $40 | $80-50.2% | $6,703-99.4% | $80-50.2% |