Filed April 19, 1995
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 13 · EIN 06-1050034 | Contract Administrator | $58,921 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $43,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,068 | $55,694+155.1% | $81,882+73.5% | $200,096-29.0% |
| Participation rate | 56.8% | 62.7%-5.8pp | 72.4%-15.6pp | 72.0%-15.2pp |
| Annual return | 14.11% | 19.59%-5.5pp | 779.47%-765.4pp | 34.26%-20.2pp |
| Employer contribution / active EE | $1,037 | $2,114-50.9% | $2,916-64.4% | $3,038-65.9% |
| Participant deferral / active EE | $7,897 | $3,299+139.4% | $4,323+82.7% | $5,090+55.2% |
| Admin fee / account holder | $94 | $348-72.9% | $7,360-98.7% | $269-65.0% |