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 | $714,930 |
GJC CPA'S & ADVISORS3 years Service code 10 · EIN 38-2029668 | Accounting | $18,400 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 04-2927339 | Consulting | $12,644 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $10,100 |
CLARK HILL PLC7+ years Service code 29 · EIN 38-0425840 | Legal | $9,877 |
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 | $24,737 | $73,283-66.2% | $155,556-84.1% | $106,553-76.8% |
| Participation rate | 90.6% | 73.3%+17.4pp | 78.2%+12.4pp | 69.8%+20.8pp |
| Annual return | 34.42% | 15.76%+18.7pp | 64.84%-30.4pp | 17.37%+17.0pp |
| Employer contribution / active EE | $1,620 | $2,241-27.7% | $4,675-65.4% | $3,359-51.8% |
| Participant deferral / active EE | $2,634 | $4,567-42.3% | $5,631-53.2% | $5,562-52.6% |
| Admin fee / account holder | $20 | $56-63.6% | $15,885-99.9% | $80-74.5% |