Filed August 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $124,261 |
WOLF & COMPANY, P.C.7 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $16,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,304 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $174,622 | $122,042+43.1% | $184,260-5.2% | $74,459+134.5% |
| Participation rate | 97.1% | 85.5%+11.7pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 10.84% | 19.91%-9.1pp | 28.84%-18.0pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $5,271 | $4,537+16.2% | $6,427-18.0% | $2,626+100.8% |
| Participant deferral / active EE | $6,993 | $7,143-2.1% | $9,133-23.4% | $4,350+60.8% |
| Admin fee / account holder | $396 | $1,252-68.4% | $13,898-97.2% | $1,945-79.6% |