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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,974,287 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $68,100 |
Filed as: BAILLIE GIFFORD OVERSEAS LMTD Service code 71 · EIN 22-3438530 | Brokerage Fees | $0 |
COWEN & COMPANY LLC1 year Service code 71 · EIN 84-1702964 | Brokerage Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE TRUST CO 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 | $155,456 | $89,433+73.8% | $115,756+34.3% | $89,433+73.8% |
| Participation rate | 95.1% | 71.3%+23.9pp | 77.1%+18.1pp | 71.3%+23.9pp |
| Annual return | -15.61% | -11.88%-3.7pp | 143.14%-158.8pp | -11.88%-3.7pp |
| Employer contribution / active EE | $5,324 | $3,021+76.3% | $3,793+40.4% | $3,021+76.3% |
| Participant deferral / active EE | $9,220 | $5,125+79.9% | $6,254+47.4% | $5,125+79.9% |
| Admin fee / account holder | $7 | $79-91.3% | $8,124-99.9% | $79-91.3% |