Filed June 11, 1999
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $692,751 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $49,106 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $40,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,951 | $103,282-37.1% | $81,370-20.2% | $99,313-34.6% |
| Participation rate | 51.0% | 73.2%-22.2pp | 69.5%-18.5pp | 71.7%-20.7pp |
| Annual return | 10.64% | 15.11%-4.5pp | 24.85%-14.2pp | 17.67%-7.0pp |
| Employer contribution / active EE | $1,239 | $3,061-59.5% | $2,464-49.7% | $3,264-62.1% |
| Participant deferral / active EE | $2,184 | $4,549-52.0% | $3,885-43.8% | $5,346-59.1% |
| Admin fee / account holder | $147 | $78+87.2% | $5,749-97.4% | $109+34.5% |