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) | $6,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,026 |
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 | $90,294 | $69,823+29.3% | $76,891+17.4% | $74,478+21.2% |
| Participation rate | 98.3% | 70.0%+28.3pp | 69.6%+28.7pp | 70.7%+27.5pp |
| Annual return | 9.52% | 19.99%-10.5pp | 37.91%-28.4pp | 34.37%-24.8pp |
| Employer contribution / active EE | $3,458 | $2,148+61.0% | $2,534+36.5% | $2,637+31.1% |
| Participant deferral / active EE | $5,125 | $3,558+44.1% | $3,833+33.7% | $4,530+13.1% |
| Admin fee / account holder | $36 | $398-90.9% | $5,488-99.3% | $347-89.6% |