Filed October 10, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 12 · EIN 84-1532243 | Participant loan processing; Account ... | $588,237 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $334,288 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $288,013 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 49 · EIN 91-0675641 | Other Services | $281,495 |
Service code 28 · EIN 13-3575636 | Investment Management | $239,116 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $189,009 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $37,800 |
RR DONNELLEY2 years Filed as: R.R. DONNELLEY AND SONS COMPANY Service code 14 · EIN 36-1004130 | Plan Administrator | $28,409 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 12 · EIN 84-0467907 | Recordkeeping and information managem... | $840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,351 | $185,545-64.2% | $90,767-26.9% | $89,433-25.8% |
| Participation rate | 86.3% | 85.0%+1.2pp | 75.7%+10.6pp | 71.3%+15.0pp |
| Annual return | -16.93% | -13.56%-3.4pp | -12.16%-4.8pp | -11.88%-5.0pp |
| Employer contribution / active EE | $202 | $7,210-97.2% | $2,922-93.1% | $3,021-93.3% |
| Participant deferral / active EE | $4,072 | $9,550-57.4% | $4,565-10.8% | $5,125-20.5% |
| Admin fee / account holder | $133 | $100+33.1% | $8,445-98.4% | $79+67.9% |