Filed November 9, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $935,685 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $358,402 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $61,783 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $30,100 |
Service code 29 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Legal | $5,547 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
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 | $147,806 | $153,784-3.9% | $105,624+39.9% | $99,313+48.8% |
| Participation rate | 97.8% | 92.3%+5.5pp | 75.3%+22.5pp | 71.7%+26.1pp |
| Annual return | 12.61% | 14.98%-2.4pp | 116.20%-103.6pp | 17.67%-5.1pp |
| Employer contribution / active EE | $4,758 | $5,293-10.1% | $3,168+50.2% | $3,264+45.7% |
| Participant deferral / active EE | $6,970 | $8,286-15.9% | $5,013+39.0% | $5,346+30.4% |
| Admin fee / account holder | $166 | $77+115.0% | $10,961-98.5% | $109+52.4% |