Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $394,017 |
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $42,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,201 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $27,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,757 | $110,258-4.1% | $102,460+3.2% | $200,096-47.1% |
| Participation rate | 83.9% | 86.3%-2.4pp | 76.5%+7.4pp | 72.0%+11.9pp |
| Annual return | 11.30% | 35.78%-24.5pp | 29.47%-18.2pp | 34.26%-23.0pp |
| Employer contribution / active EE | $3,535 | $3,605-1.9% | $3,025+16.8% | $3,038+16.4% |
| Participant deferral / active EE | $7,099 | $6,377+11.3% | $5,056+40.4% | $5,090+39.5% |
| Admin fee / account holder | $129 | $122+5.8% | $9,460-98.6% | $269-52.0% |