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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $322,443 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,846 |
BONADIO & CO., LLP10+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $19,500 |
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 | $191,583 | $76,172+151.5% | $81,286+135.7% | $199,921-4.2% |
| Participation rate | 97.0% | 76.2%+20.8pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 14.85% | 15.59%-0.7pp | 24.80%-9.9pp | 34.28%-19.4pp |
| Employer contribution / active EE | $6,762 | $2,800+141.4% | $2,463+174.6% | $3,035+122.8% |
| Participant deferral / active EE | $10,011 | $4,200+138.3% | $3,883+157.8% | $5,089+96.7% |
| Admin fee / account holder | $69 | $146-53.0% | $5,764-98.8% | $269-74.5% |