Filed October 2, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $15,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,615 |
RPA FINANCIAL, LLC2 years Filed as: RPA FINANCIAL LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,212 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $270 |
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 | $60,434 | $130,294-53.6% | $170,043-64.5% | $71,511-15.5% |
| Participation rate | 93.2% | 86.2%+7.0pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 17.11% | 20.36%-3.3pp | 53.40%-36.3pp | 28.86%-11.7pp |
| Employer contribution / active EE | $3,014 | $4,385-31.3% | $6,790-55.6% | $2,589+16.4% |
| Participant deferral / active EE | $5,527 | $6,928-20.2% | $10,410-46.9% | $4,291+28.8% |
| Admin fee / account holder | $291 | $966-69.9% | $12,824-97.7% | $1,588-81.7% |