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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $111,433 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $35,000 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $24,945 |
DORSEY & WHITNEY LLP8 years Service code 10 · EIN 41-0223337 | Accounting | $6,207 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $437 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,454 | $89,178-42.3% | $91,541-43.8% | $102,872-50.0% |
| Participation rate | 89.8% | 79.7%+10.2pp | 69.8%+20.0pp | 73.0%+16.8pp |
| Annual return | 5.76% | 14.52%-8.8pp | 20.50%-14.7pp | 19.06%-13.3pp |
| Employer contribution / active EE | $966 | $3,455-72.0% | $2,505-61.4% | $3,526-72.6% |
| Participant deferral / active EE | $2,611 | $4,657-43.9% | $4,008-34.9% | $5,535-52.8% |
| Admin fee / account holder | $49 | $134-63.6% | $6,956-99.3% | $292-83.3% |