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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $214,435 |
FIDUCIARYFIRST LLC8 years Service code 27 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Advisory (Plan) | $96,597 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,073 | $73,149+228.2% | $120,574+99.1% | $77,736+208.8% |
| Participation rate | 99.4% | 55.2%+44.2pp | 71.9%+27.5pp | 70.6%+28.8pp |
| Annual return | 11.77% | 18.24%-6.5pp | 107.42%-95.7pp | 31.26%-19.5pp |
| Employer contribution / active EE | $8,287 | $1,793+362.1% | $3,471+138.8% | $2,728+203.8% |
| Participant deferral / active EE | $12,050 | $3,006+300.9% | $4,996+141.2% | $4,651+159.1% |
| Admin fee / account holder | $436 | $660-33.9% | $9,445-95.4% | $433+0.6% |