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) | $95,712 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $15,853 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $8,550 |
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 | $121,041 | $81,301+48.9% | $76,030+59.2% | $200,096-39.5% |
| Participation rate | 82.5% | 70.1%+12.4pp | 69.1%+13.4pp | 72.0%+10.5pp |
| Annual return | 14.57% | 16.31%-1.7pp | 361.54%-347.0pp | 34.26%-19.7pp |
| Employer contribution / active EE | $3,894 | $3,352+16.2% | $2,688+44.9% | $3,038+28.2% |
| Participant deferral / active EE | $5,512 | $4,721+16.8% | $4,257+29.5% | $5,090+8.3% |
| Admin fee / account holder | $27 | $145-81.0% | $6,421-99.6% | $269-89.8% |