Filed January 4, 2018
| Provider | Service type | Compensation |
|---|---|---|
EXECUTIVE DIRECTOR10+ years Service code 30 · EIN 52-1529689 | Employee (plan); Direct payment from ... | $206,162 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $96,658 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $93,951 |
IMA WEALTH INC2 years Filed as: IMA FINANCIAL GROUP Service code 23 · EIN 48-0805634 | Direct payment from the plan; Insuran... | $51,985 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,069 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $36,750 |
VINCENT LOMBARDI10+ years Service code 27 · EIN 52-1529689 | Advisory (Plan) | $21,475 |
THOMPSON COBURN LLP9 years Service code 29 · EIN 43-0666662 | Legal | $12,487 |
Service code 49 · EIN 83-0526215 | Other Services | $7,505 |
MARCO1 year Service code 50 · EIN 47-5342615 | Direct Payment | $6,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,638 | $122,585+96.3% | $184,256+30.6% | $200,096+20.3% |
| Participation rate | 60.4% | 86.9%-26.5pp | 86.8%-26.4pp | 72.0%-11.6pp |
| Annual return | 10.65% | 144.12%-133.5pp | 28.85%-18.2pp | 34.26%-23.6pp |
| Employer contribution / active EE | $6,497 | $4,571+42.1% | $6,427+1.1% | $3,038+113.9% |
| Participant deferral / active EE | $6,661 | $7,972-16.4% | $9,133-27.1% | $5,090+30.9% |
| Admin fee / account holder | $249 | $120+107.0% | $13,899-98.2% | $269-7.6% |