Filed August 20, 2012
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 ANNUITY INSURANCE COMPANY Service code 11 · EIN 06-1050034 | Actuarial | $172,959 |
NUVEEN9+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $16,380 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 22.98% | 5.54%+17.4pp | 8.92%+14.1pp | 8.76%+14.2pp |
| Employer contribution / active EE | $7,785 | $6,639+17.3% | $24,457-68.2% | $16,664-53.3% |
| Participant deferral / active EE | $1,053 | $467+125.5% | $14+7201.1% | $948+11.1% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |