Filed November 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,205 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 14 · EIN 51-6041053 | Plan Administrator | $15,198 |
HILB GROUP4 years Service code 13 · EIN 47-4324398 2000 CHAPEL VIEW DRIVE - SUITE 240 · CRANSTON, RI 02920 | Contract Administrator | $7,646 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,888 | $50,919-74.7% | $155,556-91.7% | $77,762-83.4% |
| Participation rate | 71.8% | 63.1%+8.7pp | 78.2%-6.5pp | 70.6%+1.2pp |
| Annual return | 10.95% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $330 | $1,991-83.4% | $4,675-92.9% | $2,728-87.9% |
| Participant deferral / active EE | $1,474 | $2,824-47.8% | $5,631-73.8% | $4,651-68.3% |
| Admin fee / account holder | $121 | $437-72.2% | $15,885-99.2% | $433-72.0% |