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) | $208,557 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $169,999 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (directed); Other fees; Direc... | $29,652 |
RUBINBROWN LLP8+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,452 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $6,980 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,221 | $84,000+34.8% | $119,628-5.4% | $77,906+45.3% |
| Participation rate | 85.8% | 77.8%+8.0pp | 79.3%+6.6pp | 73.7%+12.2pp |
| Annual return | -16.87% | -11.59%-5.3pp | -14.98%-1.9pp | 12.16%-29.0pp |
| Employer contribution / active EE | $4,293 | $2,907+47.7% | $4,232+1.4% | $2,846+50.8% |
| Participant deferral / active EE | $5,301 | $4,705+12.7% | $5,601-5.4% | $4,805+10.3% |
| Admin fee / account holder | $70 | $116-39.6% | $10,330-99.3% | $133-47.2% |