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 | $151,076 |
Service code 27 · EIN 81-4017137 | Advisory (Plan) | $63,121 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $42,662 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $36,136 |
VAN IWAARDEN ASSOCIATES6 years Service code 49 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 55402 | Other Services | $10,704 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $90 |
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 | $76,303 | $73,034+4.5% | $76,891-0.8% | $80,187-4.8% |
| Participation rate | 97.5% | 78.1%+19.4pp | 69.6%+27.9pp | 72.9%+24.6pp |
| Annual return | 0.03% | 18.56%-18.5pp | 37.91%-37.9pp | 40.40%-40.4pp |
| Employer contribution / active EE | $2,097 | $2,779-24.6% | $2,534-17.2% | $2,980-29.6% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $3,833-100.0% | $5,016-100.0% |
| Admin fee / account holder | $54 | $104-47.6% | $5,488-99.0% | $145-62.5% |