Filed July 21, 2009 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $814,355 |
Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $85,680 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $76,937 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $46,200 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO CPA'S LLP Service code 10 · EIN 47-5324570 | Accounting | $34,300 |
ADP BROKER-DEALER1 year Filed as: ADP RETIREMENT SERVICES INC Service code 49 · EIN 75-2772182 | Other Services | $27,000 |
Service code 16 · EIN 16-0766172 | Consulting | $25,065 |
QUARTIER PRINTING CO INC1 year Service code 99 · EIN 16-1002280 | Other Fees | $12,653 |
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 | $228,149 | $161,802+41.0% | $96,564+136.3% | $96,393+136.7% |
| Participation rate | 98.0% | 92.5%+5.5pp | 76.0%+22.0pp | 71.3%+26.7pp |
| Annual return | 15.61% | 18.41%-2.8pp | 25.89%-10.3pp | 22.88%-7.3pp |
| Employer contribution / active EE | $4,291 | $5,381-20.3% | $2,967+44.6% | $3,239+32.5% |
| Participant deferral / active EE | $12,120 | $8,927+35.8% | $4,852+149.8% | $5,455+122.2% |
| Admin fee / account holder | $68 | $61+12.0% | $8,256-99.2% | $74-7.7% |