Filed December 10, 2018 (most recent of 5 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $85,970 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $28,374 |
WOLF & COMPANY, P.C.6 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $19,250 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $9,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,622,744 | $129,227+19727.7% | $184,256+13806.1% | $77,762+32850.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 70.6%-70.6pp |
| Annual return | 13.98% | 33.24%-19.3pp | 28.85%-14.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,878 | $4,412-34.8% | $6,427-55.2% | $2,728+5.5% |
| Participant deferral / active EE | $8,223 | $7,307+12.5% | $9,133-10.0% | $4,651+76.8% |
| Admin fee / account holder | $49,590 | $256+19292.5% | $13,899+256.8% | $433+11355.5% |