Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $358,409 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Advisory (Plan) | $30,427 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $15,212 |
BONADIO & CO., LLP8+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $11,250 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $32 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $142,942 | $61,756+131.5% | $69,888+104.5% | $77,906+83.5% |
| Participation rate | 99.5% | 79.9%+19.6pp | 70.5%+29.0pp | 73.7%+25.8pp |
| Annual return | -16.73% | -11.86%-4.9pp | 190.87%-207.6pp | 12.16%-28.9pp |
| Employer contribution / active EE | $6,001 | $2,706+121.8% | $2,560+134.4% | $2,846+110.8% |
| Participant deferral / active EE | $9,760 | $3,977+145.4% | $3,849+153.6% | $4,805+103.1% |
| Admin fee / account holder | $71 | $101-30.0% | $6,267-98.9% | $133-46.5% |