Filed December 30, 2005 (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) | $2,280,666 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,004,740 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 50 · EIN 43-0538770 | Direct Payment | $32,695 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $739 |
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 | $109,798 | $166,271-34.0% | $78,004+40.8% | $166,271-34.0% |
| Participation rate | 98.9% | 79.1%+19.8pp | 69.4%+29.4pp | 79.1%+19.8pp |
| Annual return | 9.54% | 15.58%-6.0pp | 31.07%-21.5pp | 15.58%-6.0pp |
| Employer contribution / active EE | $4,562 | $4,136+10.3% | $2,469+84.8% | $4,136+10.3% |
| Participant deferral / active EE | $6,621 | $7,214-8.2% | $4,092+61.8% | $7,214-8.2% |
| Admin fee / account holder | $67 | $445-85.0% | $7,578-99.1% | $445-85.0% |