Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $698,570 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $115,317 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $12,599 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.0%-58.0pp | 0.0%0pp |
| Annual return | 9.91% | 8.88%+1.0pp | 4.13%+5.8pp | 8.88%+1.0pp |
| Employer contribution / active EE | $4,742 | $15,934-70.2% | $15,783-70.0% | $15,934-70.2% |
| Participant deferral / active EE | $0 | $753-100.0% | $1,006-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |