Filed December 6, 2005
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 ANNUITY INSURANCE COMPANY O Service code 27 · EIN 84-0467907 | Advisory (Plan) | $86,693 |
Service code 15 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Recordkeeping | $50,000 |
Service code 13 · EIN 46-2919997 | Contract Administrator | $5,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,317 | $46,332+226.6% | $143,797+5.2% | $64,824+133.4% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -12.13% | -10.05%-2.1pp | -0.04%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $1,926 | $1,911+0.8% | $4,952-61.1% | $2,507-23.2% |
| Participant deferral / active EE | $6,113 | $2,647+130.9% | $5,638+8.4% | $4,311+41.8% |
| Admin fee / account holder | $429 | $154+178.6% | $14,679-97.1% | $188+128.2% |