Filed October 5, 2001
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,634,033 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $509,511 |
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $357,524 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $101,100 |
BRYAN CAVE LLP6+ years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $96,386 |
MAIRS & POWER, INC.1 year Filed as: MAIRS AND POWER Service code 51 · EIN 41-0844499 | Investment Mgmt Fees | $49,138 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT AND HAMILL LLC Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $15,068 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $10,735 |
STANDARD VALUATIONS1 year Service code 27 · EIN 41-1327339 | Advisory (Plan) | $7,500 |
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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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 30.75% | 7.65%+23.1pp | 6.89%+23.9pp | 7.65%+23.1pp |
| Employer contribution / active EE | $102,304 | $20,582+397.1% | $43,868+133.2% | $20,582+397.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |