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.
| 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 | $50,169+81.5% | $149,740-39.2% | $80,187+13.5% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.6pp |
| Annual return | 18.15% | 29.82%-11.7pp | 134.51%-116.4pp | 40.40%-22.3pp |
| Employer contribution / active EE | $3,925 | $1,869+109.9% | $4,821-18.6% | $2,980+31.7% |
| Participant deferral / active EE | $5,937 | $3,194+85.9% | $5,683+4.5% | $5,016+18.4% |
| Admin fee / account holder | $119 | $153-22.2% | $13,222-99.1% | $145-18.1% |