Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,534,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $648,051 |
FIDUCIENT ADVISORS LLC4 years Service code 99 500 W MADISON ST SUITE 3260 · CHICAGO, IL 60661 | Other Fees | $106,764 |
KATZ, SAPPER & MILLER7 years Filed as: KATZ SAPPER AND MILLER LLP Service code 99 800 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Other Fees | $23,550 |
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 | $100,939 | $73,283+37.7% | $155,556-35.1% | $106,553-5.3% |
| Participation rate | 75.3% | 73.3%+2.0pp | 78.2%-3.0pp | 69.8%+5.4pp |
| Annual return | 13.25% | 15.76%-2.5pp | 64.84%-51.6pp | 17.37%-4.1pp |
| Employer contribution / active EE | $3,728 | $2,241+66.4% | $4,675-20.3% | $3,359+11.0% |
| Participant deferral / active EE | $5,297 | $4,567+16.0% | $5,631-5.9% | $5,562-4.8% |
| Admin fee / account holder | $142 | $56+154.8% | $15,885-99.1% | $80+78.9% |