Filed July 16, 2006 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUE BIRD BODY COMPANY10+ years Service code 10 3920 ARKWRIGHT RD STE 200 · MACON, GA 31210 | Accounting | $90,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $79,294 | $110,258-28.1% | $102,460-22.6% | $200,096-60.4% |
| Participation rate | 61.4% | 86.3%-24.9pp | 76.5%-15.1pp | 72.0%-10.6pp |
| Annual return | 17.56% | 35.78%-18.2pp | 29.47%-11.9pp | 34.26%-16.7pp |
| Employer contribution / active EE | $1,327 | $3,605-63.2% | $3,025-56.1% | $3,038-56.3% |
| Participant deferral / active EE | $3,295 | $6,377-48.3% | $5,056-34.8% | $5,090-35.3% |
| Admin fee / account holder | $62 | $122-49.5% | $9,460-99.3% | $269-77.1% |