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 | $2,717,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,674,753 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $63,600 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, NA Service code 21 411 W LAFAYETTE BOULEVARD · DETROIT, MI 48226 | Bank Trustee | $0 |
COWEN & COMPANY LLC2 years Service code 33 · EIN 84-1702964 | Securities brokerage; Securities brok... | $0 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 04-3478313 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 33 · EIN 43-0538770 | Securities brokerage commissions and ... | $0 |
T ROWE PRICE RPS INC9+ 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 | $185,133 | $96,393+92.1% | $130,298+42.1% | $96,393+92.1% |
| Participation rate | 95.8% | 71.3%+24.6pp | 76.3%+19.6pp | 71.3%+24.6pp |
| Annual return | 18.97% | 22.88%-3.9pp | 38.90%-19.9pp | 22.88%-3.9pp |
| Employer contribution / active EE | $5,422 | $3,239+67.4% | $4,128+31.4% | $3,239+67.4% |
| Participant deferral / active EE | $9,997 | $5,455+83.3% | $6,790+47.2% | $5,455+83.3% |
| Admin fee / account holder | $19 | $74-73.6% | $6,025-99.7% | $74-73.6% |