Filed February 13, 2018 (most recent of 11 filings on file)
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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 | $140,006 |
KATZ, SAPPER & MILLER6 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $18,500 |
PRIORITY PRESS INC2 years Filed as: PRIORITY PRESS Service code 49 4026 W 10TH ST · INDIANAPOLIS, IN 46222 | Other Services | $17,291 |
FIDUCIENT ADVISORS LLC3 years Service code 27 500 W. MADISON ST SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $8,866 |
Filed as: DOUGLAS SUPPORT SERVICES, INC Service code 16 7389 EDGEWATER DRIVE · INDIANAPOLIS, IN 46240 | Consulting | $1,715 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,246 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $312 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $50 |
Service code 33 | Securities brokerage | $0 |
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 | $69,172 | $175,202-60.5% | $149,673-53.8% | $139,434-50.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.13% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $80 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |