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 ANNUITY INS. CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $168,354 |
Filed as: EMPOWER ADISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $152,503 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Other fees; Trustee (directed); Direc... | $91,106 |
RUBINBROWN LLP9+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $17,700 |
CALLAN ASSOCIATES3 years Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $7,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,020 | $85,144+51.5% | $130,070-0.8% | $80,187+60.9% |
| Participation rate | 85.6% | 79.5%+6.1pp | 78.5%+7.1pp | 72.9%+12.7pp |
| Annual return | 16.23% | 23.78%-7.5pp | -137.40%+153.6pp | 40.40%-24.2pp |
| Employer contribution / active EE | $4,483 | $3,059+46.5% | $4,322+3.7% | $2,980+50.5% |
| Participant deferral / active EE | $5,293 | $4,992+6.0% | $5,821-9.1% | $5,016+5.5% |
| Admin fee / account holder | $89 | $392-77.2% | $10,600-99.2% | $145-38.5% |