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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,494,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,293,359 |
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $103,750 |
Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $68,775 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $63,000 |
SOBEL AND CO LLC CPA2 years Service code 10 293 EISENHOWER PKWY STE 290 · LIVINGSTON, NJ 07039 | Accounting | $32,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $26,885 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $4,800 |
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 | $119,450 | $135,240-11.7% | $170,055-29.8% | $96,393+23.9% |
| Participation rate | 88.2% | 86.5%+1.7pp | 87.0%+1.2pp | 71.3%+16.9pp |
| Annual return | 19.85% | 22.04%-2.2pp | 53.43%-33.6pp | 22.88%-3.0pp |
| Employer contribution / active EE | $4,600 | $5,029-8.5% | $6,790-32.3% | $3,239+42.0% |
| Participant deferral / active EE | $7,413 | $8,138-8.9% | $10,410-28.8% | $5,455+35.9% |
| Admin fee / account holder | $87 | $85+2.5% | $12,828-99.3% | $74+17.8% |