Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
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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 | $98,728 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $30,000 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $27,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,461 | $241,850-65.1% | $102,437-17.5% | $200,096-57.8% |
| Participation rate | 26.5% | 78.3%-51.8pp | 74.5%-48.0pp | 72.0%-45.5pp |
| Annual return | 12.22% | 17.67%-5.5pp | 24.95%-12.7pp | 34.26%-22.0pp |
| Employer contribution / active EE | $1,204 | $4,253-71.7% | $3,871-68.9% | $3,038-60.4% |
| Participant deferral / active EE | $2,220 | $3,961-44.0% | $5,060-56.1% | $5,090-56.4% |
| Admin fee / account holder | $160 | $288-44.5% | $8,388-98.1% | $269-40.6% |