Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $411,306 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $17,199 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $10,099 |
RENKIM CORPORATION2 years Service code 38 13333 ALLEN RD · SOUTHGATE, MI 48195 | Participant Communication | $8,607 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,496 | $83,057-71.7% | $143,757-83.7% | $89,394-73.7% |
| Participation rate | 90.6% | 74.0%+16.6pp | 80.3%+10.3pp | 71.3%+19.3pp |
| Annual return | -14.70% | -13.97%-0.7pp | -0.04%-14.7pp | -11.89%-2.8pp |
| Employer contribution / active EE | $2,522 | $2,095+20.4% | $4,951-49.1% | $3,022-16.5% |
| Participant deferral / active EE | $3,854 | $4,281-10.0% | $5,637-31.6% | $5,123-24.8% |
| Admin fee / account holder | $24 | $83-70.9% | $14,673-99.8% | $79-69.5% |