Filed September 21, 2001 (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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,156,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $492,128 |
PROSKAUER ROSE LLP2 years Service code 29 ELVEN TIMES SQUARE CNEW YORK 2 · NEW YORK, NY 10036 | Legal | $56,762 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $43,459 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $11,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,040 | $167,668+29.4% | $100,415+116.1% | $106,553+103.7% |
| Participation rate | 89.3% | 87.6%+1.8pp | 81.5%+7.8pp | 69.8%+19.5pp |
| Annual return | 16.70% | 18.33%-1.6pp | 49.47%-32.8pp | 17.37%-0.7pp |
| Employer contribution / active EE | $6,149 | $4,908+25.3% | $3,943+56.0% | $3,359+83.1% |
| Participant deferral / active EE | $10,650 | $11,427-6.8% | $8,091+31.6% | $5,562+91.5% |
| Admin fee / account holder | $94 | $94+0.2% | $7,906-98.8% | $80+18.0% |