Filed June 29, 2010 (most recent of 2 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) | $188,482 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $83,311 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $70,541 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $47,124 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $45,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,806 | $155,364-11.3% | $103,065+33.7% | $77,762+77.2% |
| Participation rate | 96.0% | 85.5%+10.5pp | 80.6%+15.4pp | 70.6%+25.4pp |
| Annual return | 12.54% | 19.01%-6.5pp | 23.95%-11.4pp | 31.27%-18.7pp |
| Employer contribution / active EE | $5,195 | $5,949-12.7% | $4,675+11.1% | $2,728+90.4% |
| Participant deferral / active EE | $5,473 | $8,482-35.5% | $6,625-17.4% | $4,651+17.7% |
| Admin fee / account holder | $405 | $503-19.4% | $9,349-95.7% | $433-6.4% |