Filed January 3, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SECURE ASSET MANAGEMENT3 years Service code 27 · EIN 84-0467907 2565 W MAPLE RD · TROY, MI 48084 | Advisory (Plan) | $54,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $26,401 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1540 W. MAIN AVE. · DE PERE, WI 54115 | Contract Administrator | $15,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,687 | $122,042+6.3% | $184,260-29.6% | $74,459+74.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.05% | 19.91%-3.9pp | 28.84%-12.8pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $4,705 | $4,537+3.7% | $6,427-26.8% | $2,626+79.2% |
| Participant deferral / active EE | $6,957 | $7,143-2.6% | $9,133-23.8% | $4,350+59.9% |
| Admin fee / account holder | $452 | $1,252-63.9% | $13,898-96.8% | $1,945-76.8% |