Filed May 7, 1997
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) | $59,576 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,161 | $70,115+142.7% | $70,589+141.1% | $80,187+112.2% |
| Participation rate | 99.9% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.0pp |
| Annual return | 18.07% | 134.51%-116.4pp | 32.80%-14.7pp | 40.40%-22.3pp |
| Employer contribution / active EE | $4,169 | $3,021+38.0% | $2,977+40.0% | $2,980+39.9% |
| Participant deferral / active EE | $5,215 | $4,495+16.0% | $4,569+14.1% | $5,016+4.0% |
| Admin fee / account holder | $26 | $112-77.2% | $6,430-99.6% | $145-82.4% |