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) | $106,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $63,719 |
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 | $241,366 | $76,209+216.7% | $81,370+196.6% | $200,096+20.6% |
| Participation rate | 98.9% | 76.4%+22.6pp | 69.5%+29.4pp | 72.0%+26.9pp |
| Annual return | 10.06% | 15.55%-5.5pp | 24.85%-14.8pp | 34.26%-24.2pp |
| Employer contribution / active EE | $5,902 | $2,807+110.2% | $2,464+139.5% | $3,038+94.3% |
| Participant deferral / active EE | $11,454 | $4,210+172.1% | $3,885+194.8% | $5,090+125.0% |
| Admin fee / account holder | $71 | $146-51.4% | $5,749-98.8% | $269-73.6% |