Filed April 27, 2007 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $442,909 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $341,445 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 61-0736136 | Consulting | $86,091 |
THOMPSON HINE3 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $49,244 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $35,260 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,820 | $89,497-0.8% | $69,888+27.1% | $78,104+13.7% |
| Participation rate | 65.8% | 79.9%-14.1pp | 70.5%-4.7pp | 74.5%-8.7pp |
| Annual return | -14.64% | -12.39%-2.2pp | 190.87%-205.5pp | 10.90%-25.5pp |
| Employer contribution / active EE | $2,545 | $3,152-19.3% | $2,560-0.6% | $3,128-18.6% |
| Participant deferral / active EE | $4,287 | $4,564-6.1% | $3,849+11.4% | $5,089-15.8% |
| Admin fee / account holder | $118 | $78+51.2% | $6,267-98.1% | $79+48.9% |