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) | $1,037,778 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (directed); Recordkeeping fee... | $506,402 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $423,085 |
CALLAN ASSOCIATES9+ years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $42,475 |
RUBINBROWN LLP9+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,500 |
EVESTMENT ALLIANCE LLC4 years Filed as: EVESTMENT Service code 16 · EIN 90-0905513 | Consulting | $5,434 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $254,069 | $84,149+201.9% | $130,070+95.3% | $103,657+145.1% |
| Participation rate | 92.8% | 81.0%+11.8pp | 78.5%+14.3pp | 73.4%+19.4pp |
| Annual return | 13.39% | 25.45%-12.1pp | -137.40%+150.8pp | 33.13%-19.7pp |
| Employer contribution / active EE | $4,276 | $2,687+59.1% | $4,322-1.1% | $3,216+33.0% |
| Participant deferral / active EE | $6,628 | $5,201+27.4% | $5,821+13.9% | $5,218+27.0% |
| Admin fee / account holder | $123 | $75+63.3% | $10,600-98.8% | $114+7.5% |