Filed November 25, 2008 (most recent of 5 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $136,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,216 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,762 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $360 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
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 | $155,204 | $155,364-0.1% | $103,065+50.6% | $77,762+99.6% |
| Participation rate | 96.9% | 85.5%+11.4pp | 80.6%+16.4pp | 70.6%+26.3pp |
| Annual return | 13.53% | 19.01%-5.5pp | 23.95%-10.4pp | 31.27%-17.7pp |
| Employer contribution / active EE | $5,213 | $5,949-12.4% | $4,675+11.5% | $2,728+91.1% |
| Participant deferral / active EE | $10,049 | $8,482+18.5% | $6,625+51.7% | $4,651+116.1% |
| Admin fee / account holder | $300 | $503-40.4% | $9,349-96.8% | $433-30.8% |