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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $15,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,987 |
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 | $86,881 | $66,486+30.7% | $81,370+6.8% | $77,762+11.7% |
| Participation rate | 97.6% | 68.7%+28.9pp | 69.5%+28.1pp | 70.6%+27.0pp |
| Annual return | 4.99% | 15.95%-11.0pp | 24.85%-19.9pp | 31.27%-26.3pp |
| Employer contribution / active EE | $2,418 | $2,158+12.1% | $2,464-1.9% | $2,728-11.4% |
| Participant deferral / active EE | $4,386 | $3,677+19.3% | $3,885+12.9% | $4,651-5.7% |
| Admin fee / account holder | $88 | $586-85.0% | $5,749-98.5% | $433-79.7% |