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 | $587,276 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $32,388 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $17,700 |
CLARK HILL PLC6+ years Service code 29 · EIN 38-0425840 | Legal | $12,549 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 04-2927339 | Consulting | $8,465 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,780 | $68,330-57.9% | $149,740-80.8% | $96,393-70.1% |
| Participation rate | 92.1% | 74.6%+17.5pp | 78.8%+13.3pp | 71.3%+20.8pp |
| Annual return | 21.19% | 29.64%-8.5pp | 134.51%-113.3pp | 22.88%-1.7pp |
| Employer contribution / active EE | $2,599 | $2,139+21.5% | $4,821-46.1% | $3,239-19.8% |
| Participant deferral / active EE | $4,054 | $4,422-8.3% | $5,683-28.7% | $5,455-25.7% |
| Admin fee / account holder | $31 | $52-41.0% | $13,222-99.8% | $74-58.5% |