Filed July 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $23,438 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $14,405 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,572 | $332,085-87.8% | $149,696-72.9% | - |
| Participation rate | 39.0% | 60.9%-22.0pp | 78.8%-39.8pp | - |
| Annual return | 15.49% | 51.60%-36.1pp | 134.46%-119.0pp | - |
| Employer contribution / active EE | $1,064 | $2,795-61.9% | $4,821-77.9% | - |
| Participant deferral / active EE | $1,453 | $2,947-50.7% | $5,682-74.4% | - |
| Admin fee / account holder | $278 | $47,995-99.4% | $13,212-97.9% | - |