Filed April 26, 2002 (most recent of 8 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) | $1,013,116 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $612,821 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $420,919 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $43,528 |
RUBINBROWN LLP10+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $27,392 |
EVESTMENT ALLIANCE LLC5 years Filed as: EVESTMENT Service code 16 · EIN 90-0905513 | Consulting | $5,778 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,720 | $93,462+170.4% | $165,100+53.1% | $99,313+154.5% |
| Participation rate | 95.2% | 79.9%+15.3pp | 78.6%+16.6pp | 71.7%+23.5pp |
| Annual return | 10.68% | 15.71%-5.0pp | 70.21%-59.5pp | 17.67%-7.0pp |
| Employer contribution / active EE | $4,449 | $3,099+43.5% | $4,348+2.3% | $3,264+36.3% |
| Participant deferral / active EE | $6,445 | $5,366+20.1% | $6,035+6.8% | $5,346+20.6% |
| Admin fee / account holder | $133 | $81+63.7% | $12,696-99.0% | $109+22.0% |