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 ANUUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,633 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,291 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 NIBTRISE W AVE STE 310 · AKRON, OH 44321 | Contract Administrator | $4,594 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,758 | $61,272-77.5% | $149,673-90.8% | $71,457-80.7% |
| Participation rate | 38.6% | 62.5%-23.9pp | 78.8%-40.1pp | 67.9%-29.3pp |
| Annual return | 15.57% | 35.85%-20.3pp | 134.42%-118.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,222 | $2,378-48.6% | $4,818-74.6% | $2,588-52.8% |
| Participant deferral / active EE | $1,822 | $2,917-37.5% | $5,680-67.9% | $4,289-57.5% |
| Admin fee / account holder | $70 | $1,261-94.5% | $13,210-99.5% | $1,587-95.6% |