Filed February 27, 2003
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 50 · EIN 84-0467907 | Direct Payment | $62,672 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $60,344 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 29 · EIN 34-6565596 | Legal | $28,715 |
VAN IWAARDEN ASSOCIATES8 years Service code 49 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 554021010 | Other Services | $5,368 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $71 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,088 | $100,196-25.1% | $90,796-17.3% | $100,573-25.3% |
| Participation rate | 97.6% | 80.5%+17.1pp | 69.5%+28.1pp | 70.9%+26.6pp |
| Annual return | 6.96% | 11.70%-4.7pp | 19.29%-12.3pp | 18.89%-11.9pp |
| Employer contribution / active EE | $1,589 | $4,032-60.6% | $2,294-30.7% | $3,763-57.8% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,822-100.0% | $4,921-100.0% |
| Admin fee / account holder | $29 | $164-82.5% | $7,024-99.6% | $454-93.7% |