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 | $67,517 |
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 STE 3 · LAKEWOOD, NJ 08701 | Accounting | $14,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,192 | $53,204+41.3% | $155,556-51.7% | $200,096-62.4% |
| Participation rate | 33.1% | 64.1%-31.0pp | 78.2%-45.1pp | 72.0%-38.9pp |
| Annual return | 14.14% | 41.02%-26.9pp | 64.84%-50.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,738 | $3,163-13.5% | $5,631-51.4% | $5,090-46.2% |
| Admin fee / account holder | $137 | $186-26.2% | $15,885-99.1% | $269-49.1% |