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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 · EIN 71-0930784 P.O. BOX 419784 · KANSAS CITY, MO 641416784 | Contract Administrator | $1,143,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,412 | $84,728-49.9% | $60,547-30.0% | $69,651-39.1% |
| Participation rate | 62.2% | 63.7%-1.5pp | 68.0%-5.7pp | 66.6%-4.3pp |
| Annual return | -4.93% | -1.91%-3.0pp | 335.64%-340.6pp | 53.77%-58.7pp |
| Employer contribution / active EE | $1,512 | $3,261-53.6% | $2,419-37.5% | $2,241-32.5% |
| Participant deferral / active EE | $2,680 | $3,056-12.3% | $3,328-19.5% | $3,635-26.3% |
| Admin fee / account holder | $84 | $74+13.1% | $4,536-98.2% | $63+32.6% |