Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,461,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,216,484 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $125,000 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $76,800 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $60,000 |
SOBEL AND CO LLC CPA1 year Service code 10 293 EISENHOWER PKWY · LIVINGSTON, NJ 07039 | Accounting | $22,000 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $6,707 |
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 | $103,081 | $118,441-13.0% | $151,634-32.0% | $89,433+15.3% |
| Participation rate | 85.5% | 88.0%-2.5pp | 87.5%-2.0pp | 71.3%+14.2pp |
| Annual return | -10.99% | -9.10%-1.9pp | 3.32%-14.3pp | -11.88%+0.9pp |
| Employer contribution / active EE | $4,158 | $4,770-12.8% | $6,165-32.6% | $3,021+37.6% |
| Participant deferral / active EE | $6,643 | $7,648-13.1% | $8,363-20.6% | $5,125+29.6% |
| Admin fee / account holder | $85 | $90-5.6% | $11,614-99.3% | $79+6.6% |