Filed April 12, 2023
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,914 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $8,989 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,385 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,314 | $48,314+16.6% | $67,561-16.6% | $80,925-30.4% |
| Participation rate | 47.2% | 66.4%-19.2pp | 72.9%-25.7pp | 67.7%-20.4pp |
| Annual return | 15.57% | 18.28%-2.7pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,656 | $2,022+31.4% | $2,735-2.9% | $2,756-3.6% |
| Participant deferral / active EE | $4,103 | $2,927+40.2% | $4,003+2.5% | $4,299-4.5% |
| Admin fee / account holder | $150 | $3,690-95.9% | $4,006-96.3% | $6,940-97.8% |