Filed February 5, 2018
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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 | $24,772 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $12,836 |
MMA SECURITIES LLC4 years Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $1,726 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,184 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,661 | $50,902-81.0% | $155,534-93.8% | $77,736-87.6% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+5.9pp | 70.6%+13.6pp |
| Annual return | 19.73% | 34.85%-15.1pp | 64.92%-45.2pp | 31.26%-11.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,657 | $2,824-5.9% | $5,630-52.8% | $4,651-42.9% |
| Admin fee / account holder | $125 | $437-71.5% | $15,900-99.2% | $433-71.2% |