Filed March 5, 2006
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 28 · EIN 84-1532243 | Investment Management | $21,523 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $4,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,625 | $66,486+43.8% | $81,370+17.5% | $77,762+23.0% |
| Participation rate | 94.9% | 68.7%+26.2pp | 69.5%+25.4pp | 70.6%+24.3pp |
| Annual return | 12.74% | 15.95%-3.2pp | 24.85%-12.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $4,499 | $2,158+108.5% | $2,464+82.6% | $2,728+64.9% |
| Participant deferral / active EE | $2,949 | $3,677-19.8% | $3,885-24.1% | $4,651-36.6% |
| Admin fee / account holder | $59 | $586-89.9% | $5,749-99.0% | $433-86.3% |