Filed July 25, 2018 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $399,370 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $76,000 |
EIDE BAILLY LLP2 years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $42,359 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,051 | $50,151+81.6% | $149,696-39.2% | $80,157+13.6% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.6pp |
| Annual return | 18.15% | 29.80%-11.7pp | 134.46%-116.3pp | 40.39%-22.2pp |
| Employer contribution / active EE | $3,925 | $1,867+110.2% | $4,821-18.6% | $2,977+31.8% |
| Participant deferral / active EE | $5,937 | $3,194+85.9% | $5,682+4.5% | $5,015+18.4% |
| Admin fee / account holder | $119 | $153-22.2% | $13,212-99.1% | $145-18.1% |