Filed November 18, 2024 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,764 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $1,333 |
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 202 MONTROSE W. AVE · AKRON, OH 44321 | Contract Administrator | $710 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,600 | $65,092-86.8% | $143,799-94.0% | $66,938-87.2% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -17.88% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $936 | $2,362-60.4% | $4,952-81.1% | $2,545-63.2% |
| Participant deferral / active EE | $2,169 | $2,920-25.7% | $5,638-61.5% | $4,238-48.8% |
| Admin fee / account holder | $62 | $502-87.7% | $14,677-99.6% | $594-89.6% |