Filed August 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,240 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $29,281 |
PREMIER PLAN CONSULTANTS5 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ. · SAN DIEGO, CA 92121 | Contract Administrator | $13,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,412 | $58,336-35.9% | $97,260-61.5% | $199,960-81.3% |
| Participation rate | 18.6% | 63.8%-45.2pp | 72.7%-54.1pp | 72.0%-53.4pp |
| Annual return | 15.74% | 32.81%-17.1pp | 75.54%-59.8pp | 34.28%-18.5pp |
| Employer contribution / active EE | $259 | $1,416-81.7% | $2,721-90.5% | $3,036-91.5% |
| Participant deferral / active EE | $938 | $3,240-71.1% | $4,262-78.0% | $5,087-81.6% |
| Admin fee / account holder | $257 | $114+125.7% | $5,640-95.4% | $269-4.5% |