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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,309,217 |
FIDUCIENT ADVISORS LLC2 years Service code 27 500 W. MADISON ST STE 1700 · CHICACO, IL 60661 | Advisory (Plan) | $82,876 |
WESTCOM2 years Service code 49 308 SOUTH NEW JERSEY ST · INDIANAPOLIS, IN 46204 | Other Services | $22,132 |
KATZ, SAPPER & MILLER5 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $18,500 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,269 | $83,057-17.8% | $143,757-52.5% | $89,394-23.6% |
| Participation rate | 76.2% | 74.0%+2.1pp | 80.3%-4.1pp | 71.3%+4.9pp |
| Annual return | -16.44% | -13.97%-2.5pp | -0.04%-16.4pp | -11.89%-4.5pp |
| Employer contribution / active EE | $3,512 | $2,095+67.6% | $4,951-29.1% | $3,022+16.2% |
| Participant deferral / active EE | $5,005 | $4,281+16.9% | $5,637-11.2% | $5,123-2.3% |
| Admin fee / account holder | $84 | $83+1.6% | $14,673-99.4% | $79+6.2% |