Filed December 23, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 13 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Contract Administrator | $25,031 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,897 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (PA) INC Service code 13 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Contract Administrator | $7,632 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $201 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,267 | $96,018-62.2% | $65,493-44.6% | $85,563-57.6% |
| Participation rate | 61.6% | 74.8%-13.2pp | 73.1%-11.5pp | 66.0%-4.3pp |
| Annual return | 14.18% | 14.51%-0.3pp | 982.45%-968.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $633 | $3,235-80.4% | $2,574-75.4% | $2,654-76.1% |
| Participant deferral / active EE | $1,779 | $4,055-56.1% | $3,961-55.1% | $4,375-59.3% |
| Admin fee / account holder | $203 | $271-25.0% | $5,028-96.0% | $834-75.7% |