Filed February 21, 2006 (most recent of 4 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 26 · EIN 84-1532243 | Advisory (Participants) | $85,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $6,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $209,289 | $73,034+186.6% | $76,891+172.2% | $80,187+161.0% |
| Participation rate | 98.9% | 78.1%+20.8pp | 69.6%+29.3pp | 72.9%+25.9pp |
| Annual return | 14.02% | 18.56%-4.5pp | 37.91%-23.9pp | 40.40%-26.4pp |
| Employer contribution / active EE | $5,264 | $2,779+89.4% | $2,534+107.8% | $2,980+76.7% |
| Participant deferral / active EE | $9,849 | $4,140+137.9% | $3,833+156.9% | $5,016+96.3% |
| Admin fee / account holder | $34 | $104-67.0% | $5,488-99.4% | $145-76.4% |