Filed February 25, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,010 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,591 |
QRPS, INC.9+ years Filed as: QRPS, INC Service code 13 2724 DISCOVERY DR SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $14,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VALLAGE, CO 80111 | Investment Management | $4,836 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,835 | $47,180-47.4% | $149,723-83.4% | $74,473-66.7% |
| Participation rate | 38.8% | 63.4%-24.6pp | 78.8%-40.0pp | 70.7%-32.0pp |
| Annual return | 13.81% | 22.75%-8.9pp | 134.50%-120.7pp | 34.36%-20.5pp |
| Employer contribution / active EE | $287 | $1,907-85.0% | $4,821-94.1% | $2,638-89.1% |
| Participant deferral / active EE | $2,339 | $2,730-14.3% | $5,682-58.8% | $4,530-48.4% |
| Admin fee / account holder | $75 | $343-78.3% | $13,215-99.4% | $347-78.5% |