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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $233,744 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $166,784 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Ot... | $123,206 |
RUBINBROWN LLP10+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,923 |
CALLAN ASSOCIATES4 years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $8,982 |
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 | $144,792 | $2,687,218-94.6% | $165,071-12.3% | $199,960-27.6% |
| Participation rate | 86.7% | 78.3%+8.4pp | 78.6%+8.1pp | 72.0%+14.7pp |
| Annual return | 13.19% | 17.94%-4.7pp | 70.17%-57.0pp | 34.28%-21.1pp |
| Employer contribution / active EE | $4,952 | $2,958+67.4% | $4,347+13.9% | $3,036+63.1% |
| Participant deferral / active EE | $5,831 | $5,002+16.6% | $6,035-3.4% | $5,087+14.6% |
| Admin fee / account holder | $101 | $1,988-94.9% | $12,695-99.2% | $269-62.4% |