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) | $150,530 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $70,850 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $55,348 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $44,874 |
GRANT THORNTON LLP8+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $44,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,498 | $131,734-21.4% | $93,765+10.4% | $64,829+59.6% |
| Participation rate | 95.8% | 85.5%+10.3pp | 81.0%+14.8pp | 71.5%+24.3pp |
| Annual return | -14.38% | -14.04%-0.3pp | -11.32%-3.1pp | 32.85%-47.2pp |
| Employer contribution / active EE | $4,038 | $5,643-28.4% | $4,327-6.7% | $2,507+61.0% |
| Participant deferral / active EE | $4,483 | $8,135-44.9% | $6,099-26.5% | $4,312+4.0% |
| Admin fee / account holder | $334 | $141+136.0% | $7,184-95.4% | $188+77.6% |