Filed June 25, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,343 |
Service code 99 6504 BRIDGE POINT PARKWAY · AUSTIN, TX 78730 | Other Fees | $3,887 |
ASSOCIATED PENSION CONSULTANTS8+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $910 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BOULEVARD · LA VISTA, NE 68103 | Other Commissions | $0 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,583 | $59,159+14.2% | $159,960-57.8% | $66,914+1.0% |
| Participation rate | 48.5% | 68.1%-19.6pp | 78.0%-29.5pp | 69.8%-21.3pp |
| Annual return | -16.51% | -12.26%-4.3pp | 408.60%-425.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,340 | $1,983-32.4% | $4,226-68.3% | $2,544-47.4% |
| Participant deferral / active EE | $5,300 | $4,395+20.6% | $6,182-14.3% | $4,237+25.1% |
| Admin fee / account holder | $681 | $591+15.3% | $8,698-92.2% | $593+14.9% |