Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $88,985 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $6,451 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,059 | $47,126+367.0% | $149,673+47.0% | $74,419+195.7% |
| Participation rate | 76.0% | 63.4%+12.6pp | 78.8%-2.8pp | 70.7%+5.2pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $4,806 | $1,905+152.2% | $4,818-0.2% | $2,637+82.2% |
| Participant deferral / active EE | $9,865 | $2,728+261.6% | $5,680+73.7% | $4,528+117.9% |
| Admin fee / account holder | $70 | $343-79.7% | $13,210-99.5% | $348-80.0% |