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) | $1,085,828 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $431,051 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Recordk... | $167,491 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $40,229 |
RUBINBROWN LLP8+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $32,428 |
EVESTMENT ALLIANCE LLC3 years Filed as: EVESTMENT Service code 16 · EIN 90-0905513 | Consulting | $11,138 |
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 | $251,085 | $84,000+198.9% | $119,628+109.9% | $77,906+222.3% |
| Participation rate | 95.4% | 77.8%+17.5pp | 79.3%+16.1pp | 73.7%+21.7pp |
| Annual return | -15.26% | -11.59%-3.7pp | -14.98%-0.3pp | 12.16%-27.4pp |
| Employer contribution / active EE | $4,148 | $2,907+42.7% | $4,232-2.0% | $2,846+45.7% |
| Participant deferral / active EE | $6,898 | $4,705+46.6% | $5,601+23.2% | $4,805+43.5% |
| Admin fee / account holder | $84 | $116-27.5% | $10,330-99.2% | $133-36.7% |