Filed December 30, 2005 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,128,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $987,283 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 50 · EIN 43-0538770 | Direct Payment | $28,786 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,669 |
AMERICAN FUNDS1 year Service code 59 | Shareholder Servicing | $0 |
Service code 59 | Shareholder Servicing | $0 |
Filed as: FIDELITY INVESTMENTS Service code 59 | Shareholder Servicing | $0 |
JENSEN1 year Service code 59 | Shareholder Servicing | $0 |
Filed as: MATTHEWS ASIA FUNDS Service code 59 | Shareholder Servicing | $0 |
OAKMARK1 year Service code 59 | Shareholder Servicing | $0 |
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 | $95,783 | $140,910-32.0% | $76,030+26.0% | $106,553-10.1% |
| Participation rate | 99.0% | 64.1%+34.8pp | 69.1%+29.9pp | 69.8%+29.1pp |
| Annual return | 5.75% | 16.51%-10.8pp | 361.54%-355.8pp | 17.37%-11.6pp |
| Employer contribution / active EE | $4,946 | $5,354-7.6% | $2,688+84.0% | $3,359+47.3% |
| Participant deferral / active EE | $6,104 | $5,004+22.0% | $4,257+43.4% | $5,562+9.7% |
| Admin fee / account holder | $62 | $117-47.1% | $6,421-99.0% | $80-22.1% |