Filed March 31, 2017 (most recent of 5 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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,814 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,894 |
SUPERIOR USA CORPORATION2 years Service code 13 | Contract Administrator | $9,271 |
SUPERIORUSA CORPORATION6 years Filed as: SUPERIORUSA CORPORAT Service code 13 · EIN 33-1197652 | Contract Administrator | $5,491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $1,325 |
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 | $44,052 | $36,904+19.4% | $158,223-72.2% | $65,191-32.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 10.68% | 24.43%-13.7pp | 52.09%-41.4pp | 51.24%-40.6pp |
| Employer contribution / active EE | $4,021 | $1,489+170.0% | $4,109-2.1% | $2,400+67.5% |
| Participant deferral / active EE | $1,911 | $1,936-1.3% | $5,467-65.0% | $2,671-28.5% |
| Admin fee / account holder | $58 | $793-92.7% | $16,047-99.6% | $907-93.6% |