Filed February 13, 2018 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $146,348 |
KATZ, SAPPER & MILLER5 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $18,000 |
PRIORITY PRESS INC1 year Filed as: PRIORITY PRESS Service code 49 4026 W 10TH ST · INDIANAPOLIS, IN 46222 | Other Services | $16,385 |
FIDUCIENT ADVISORS LLC2 years Service code 27 500 W. MADISON ST SUITE #1700 · CHICAGO, IL 60661 | Advisory (Plan) | $11,506 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,280 |
Filed as: DOUGLAS SUPPORT SERVICES, INC Service code 16 7389 EDGEWATER DRIVE · INDIANAPOLIS, IN 46240 | Consulting | $325 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $312 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,400 | $167,307-63.9% | $143,757-58.0% | $134,475-55.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -15.45% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $78 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |