Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,367 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC3 years Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $13,956 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,032 | $53,136-36.0% | $155,509-78.1% | $199,593-82.9% |
| Participation rate | 98.6% | 64.1%+34.5pp | 78.2%+20.4pp | 72.0%+26.6pp |
| Annual return | 11.29% | 41.15%-29.9pp | 64.67%-53.4pp | 34.25%-23.0pp |
| Employer contribution / active EE | $3,189 | $1,851+72.3% | $4,672-31.8% | $3,034+5.1% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $65 | $185-64.8% | $15,912-99.6% | $269-75.7% |