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 | $214,305 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO CPA'S LLP Service code 10 · EIN 47-5324570 | Accounting | $34,300 |
Filed as: THE BENCHMARK COMPANY LLC Service code 16 · EIN 65-1172185 | Consulting | $33,000 |
Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $20,880 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $19,850 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $19,234 |
Service code 16 · EIN 16-0766172 | Consulting | $8,022 |
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 | $91,077 | $104,544-12.9% | $96,564-5.7% | $80,187+13.6% |
| Participation rate | 98.0% | 86.4%+11.6pp | 76.0%+22.0pp | 72.9%+25.0pp |
| Annual return | 12.47% | 21.79%-9.3pp | 25.89%-13.4pp | 40.40%-27.9pp |
| Employer contribution / active EE | $2,353 | $3,527-33.3% | $2,967-20.7% | $2,980-21.0% |
| Participant deferral / active EE | $6,180 | $6,170+0.2% | $4,852+27.4% | $5,016+23.2% |
| Admin fee / account holder | $78 | $107-27.0% | $8,256-99.1% | $145-46.2% |