Filed December 7, 2010 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $1,115,564 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $873,728 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,706 | $128,169+46.5% | $147,117+27.6% | $106,553+76.2% |
| Participation rate | 90.2% | 67.3%+22.8pp | 82.2%+8.0pp | 69.8%+20.3pp |
| Annual return | 13.38% | 17.88%-4.5pp | 420.54%-407.2pp | 17.37%-4.0pp |
| Employer contribution / active EE | $3,921 | $3,374+16.2% | $4,932-20.5% | $3,359+16.7% |
| Participant deferral / active EE | $9,101 | $7,665+18.7% | $8,065+12.8% | $5,562+63.6% |
| Admin fee / account holder | $84 | $88-5.1% | $12,993-99.4% | $80+4.9% |