Filed January 26, 2009 (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) | $981,834 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $563,506 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $335,950 |
Service code 16 · EIN 34-1820650 | Consulting | $103,750 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $55,000 |
DODGE & COX5 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT3 years Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
LOOMIS SAYLES8+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,240 | $96,461-5.4% | $68,815+32.6% | $89,433+2.0% |
| Participation rate | 55.0% | 64.2%-9.2pp | 69.0%-14.0pp | 71.3%-16.3pp |
| Annual return | -14.54% | -13.05%-1.5pp | -6.37%-8.2pp | -11.88%-2.7pp |
| Employer contribution / active EE | $318 | $3,671-91.3% | $2,656-88.0% | $3,021-89.5% |
| Participant deferral / active EE | $1,902 | $4,123-53.9% | $3,943-51.8% | $5,125-62.9% |
| Admin fee / account holder | $79 | $102-22.3% | $4,936-98.4% | $79-0.2% |