Filed April 13, 2016
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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 | $54,775 |
SAGEPOINT FINANCIAL INC7 years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 2300 WINDY RIDGE PKWY · ATLANTA, GA 30339 | Advisory (Plan) | $14,709 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT Service code 13 · EIN 39-1884254 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $10,396 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,704 |
MAP RETIREMENT, INC.6 years Service code 13 | Contract Administrator | $4,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,400 | $53,344-11.1% | $121,210-60.9% | $74,473-36.4% |
| Participation rate | 56.6% | 60.0%-3.4pp | 69.5%-13.0pp | 70.7%-14.2pp |
| Annual return | 16.44% | 35.15%-18.7pp | 987.41%-971.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $990 | $1,898-47.8% | $4,171-76.3% | $2,638-62.5% |
| Participant deferral / active EE | $2,013 | $3,220-37.5% | $4,084-50.7% | $4,530-55.6% |
| Admin fee / account holder | $304 | $382-20.3% | $5,647-94.6% | $347-12.3% |