Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $329,309 |
FIDUCIARYFIRST LLC9 years Service code 27 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Advisory (Plan) | $98,321 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $33,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $257,921 | $89,241+189.0% | $134,172+92.2% | $79,634+223.9% |
| Participation rate | 99.7% | 47.1%+52.5pp | 72.5%+27.2pp | 62.5%+37.2pp |
| Annual return | 12.39% | 16.69%-4.3pp | 25.30%-12.9pp | 36.46%-24.1pp |
| Employer contribution / active EE | $8,733 | $1,634+434.4% | $3,420+155.4% | $2,529+245.3% |
| Participant deferral / active EE | $12,999 | $2,288+468.2% | $4,690+177.1% | $3,835+239.0% |
| Admin fee / account holder | $714 | $1,359-47.5% | $12,016-94.1% | $1,002-28.8% |