Filed October 4, 2000
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 Service code 15 · EIN 06-1050034 | Recordkeeping | $580,500 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 15 · EIN 84-1444062 | Recordkeeping | $40,123 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $35,290 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $381,452-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 33.3%-33.3pp | 2.2%-2.2pp |
| Annual return | 11.58% | 9.11%+2.5pp | 7.47%+4.1pp | 9.11%+2.5pp |
| Employer contribution / active EE | $3,842 | $12,231-68.6% | $44,557-91.4% | $12,231-68.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $182-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,849-100.0% | $125-100.0% |