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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,267 | $86,795-58.2% | $67,681-46.4% | $64,728-44.0% |
| Participation rate | 61.6% | 71.7%-10.0pp | 73.7%-12.1pp | 57.9%+3.7pp |
| Annual return | 14.18% | 12.58%+1.6pp | 590.58%-576.4pp | 49.38%-35.2pp |
| Employer contribution / active EE | $633 | $2,837-77.7% | $2,678-76.4% | $2,243-71.8% |
| Participant deferral / active EE | $1,779 | $3,430-48.1% | $3,976-55.2% | $2,729-34.8% |
| Admin fee / account holder | $203 | $238-14.9% | $6,100-96.7% | $1,145-82.3% |