Filed January 23, 2023
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,259 |
THE RETIREMENT ADVANTAGE INC10+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $26,550 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,000 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $18,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,021 | $129,227-58.2% | $184,256-70.7% | $77,762-30.5% |
| Participation rate | 97.0% | 87.4%+9.6pp | 86.8%+10.1pp | 70.6%+26.4pp |
| Annual return | 15.16% | 33.24%-18.1pp | 28.85%-13.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $2,402 | $4,412-45.6% | $6,427-62.6% | $2,728-11.9% |
| Participant deferral / active EE | $4,044 | $7,307-44.7% | $9,133-55.7% | $4,651-13.0% |
| Admin fee / account holder | $169 | $256-34.1% | $13,899-98.8% | $433-61.0% |