Filed March 6, 2022
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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 | $52,517 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE PENSIONS INC Service code 13 PO BOX 15583 · PHOENIX, AZ 85060 | Contract Administrator | $0 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $64,176-49.7% | $112,263-71.3% | $66,949-51.8% |
| Participation rate | 98.9% | 68.4%+30.5pp | 75.1%+23.9pp | 69.8%+29.1pp |
| Annual return | -12.29% | -13.80%+1.5pp | 27.49%-39.8pp | 1.57%-13.9pp |
| Employer contribution / active EE | $11,304 | $3,007+276.0% | $3,636+210.9% | $2,545+344.1% |
| Participant deferral / active EE | $5,769 | $3,694+56.2% | $4,729+22.0% | $4,239+36.1% |
| Admin fee / account holder | $224 | $626-64.2% | $6,410-96.5% | $594-62.2% |