Filed December 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,841 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $7,077 |
ALLSPRING2 years Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
CALVERT6 years Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS6 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON6 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
GOLDMAN SACHS6 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,117 | $47,722-22.2% | $82,719-55.1% | $64,808-42.7% |
| Participation rate | 68.6% | 67.6%+1.0pp | 72.6%-3.9pp | 71.5%-2.8pp |
| Annual return | -16.05% | -13.05%-3.0pp | 701.18%-717.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,915 | $2,179-12.1% | $3,009-36.3% | $2,506-23.6% |
| Participant deferral / active EE | $6,448 | $3,329+93.7% | $4,395+46.7% | $4,310+49.6% |
| Admin fee / account holder | $191 | $143+33.3% | $5,329-96.4% | $188+1.5% |