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 | $96,787 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $26,506 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,561 | $85,660+2.2% | $121,871-28.2% | $85,660+2.2% |
| Participation rate | 81.5% | 74.8%+6.7pp | 73.2%+8.3pp | 74.8%+6.7pp |
| Annual return | 6.09% | 19.52%-13.4pp | 13.57%-7.5pp | 19.52%-13.4pp |
| Employer contribution / active EE | $4,778 | $4,199+13.8% | $2,731+74.9% | $4,199+13.8% |
| Participant deferral / active EE | $3,041 | $3,518-13.6% | $4,318-29.6% | $3,518-13.6% |
| Admin fee / account holder | $64 | $224-71.4% | $11,551-99.4% | $224-71.4% |