Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $623,095 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $52,764 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $22,040 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 9.48% | 9.30%+0.2pp | 7.82%+1.7pp | 9.30%+0.2pp |
| Employer contribution / active EE | $1,229 | $12,557-90.2% | $31,823-96.1% | $12,557-90.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |