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) | $6,090 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,413 |
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 | $80,369 | $56,503+42.2% | $69,888+15.0% | $64,829+24.0% |
| Participation rate | 96.8% | 70.5%+26.3pp | 70.5%+26.3pp | 71.5%+25.3pp |
| Annual return | -12.90% | -13.44%+0.5pp | 190.87%-203.8pp | 32.85%-45.8pp |
| Employer contribution / active EE | $3,200 | $2,046+56.4% | $2,560+25.0% | $2,507+27.6% |
| Participant deferral / active EE | $4,902 | $3,389+44.6% | $3,849+27.4% | $4,312+13.7% |
| Admin fee / account holder | $22 | $160-86.1% | $6,267-99.6% | $188-88.1% |