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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 · EIN 84-0467907 | Direct Payment | $130,620 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $55,800 |
Service code 27 · EIN 81-4017137 | Advisory (Plan) | $28,630 |
VAN IWAARDEN ASSOCIATES5 years Service code 49 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 55402 | Other Services | $10,253 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $6,073 |
DORSEY & WHITNEY LLP6 years Service code 29 · EIN 41-0223337 | Legal | $5,313 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8 |
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 | $45,083 | $73,034-38.3% | $76,891-41.4% | $80,187-43.8% |
| Participation rate | 90.1% | 78.1%+11.9pp | 69.6%+20.4pp | 72.9%+17.1pp |
| Annual return | -1.71% | 18.56%-20.3pp | 37.91%-39.6pp | 40.40%-42.1pp |
| Employer contribution / active EE | $613 | $2,779-77.9% | $2,534-75.8% | $2,980-79.4% |
| Participant deferral / active EE | $2,317 | $4,140-44.0% | $3,833-39.5% | $5,016-53.8% |
| Admin fee / account holder | $57 | $104-45.3% | $5,488-99.0% | $145-60.9% |