Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
EXECUTIVE DIRECTOR9+ years Service code 30 · EIN 52-1529689 | Direct payment from the plan; Employe... | $182,244 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $181,294 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $95,000 |
IMA WEALTH INC1 year Filed as: IMA FINANCIAL GROUP Service code 23 · EIN 48-0805634 | Direct payment from the plan; Insuran... | $51,485 |
Service code 49 · EIN 83-0526215 | Other Services | $39,924 |
UHY LLP9+ years Service code 10 · EIN 20-0694403 | Accounting | $33,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,958 |
VINCENT FEDELE9+ years Filed as: VINCENT LOMBARDI Service code 27 · EIN 52-1529689 | Advisory (Plan) | $21,497 |
HS2 BENEFITS3 years Service code 16 · EIN 71-1019254 | Consulting | $18,000 |
BRIAN FREEMAN9+ years Filed as: BRIAN WELLS Service code 27 · EIN 52-1529689 | Advisory (Plan) | $14,931 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,617 | $112,686+88.7% | $169,993+25.1% | $80,160+165.2% |
| Participation rate | 59.5% | 87.4%-27.9pp | 87.0%-27.5pp | 72.9%-13.4pp |
| Annual return | 13.55% | 67.04%-53.5pp | 53.37%-39.8pp | 40.38%-26.8pp |
| Employer contribution / active EE | $4,538 | $4,481+1.3% | $6,785-33.1% | $2,978+52.4% |
| Participant deferral / active EE | $5,893 | $7,876-25.2% | $10,408-43.4% | $5,017+17.4% |
| Admin fee / account holder | $255 | $99+157.7% | $12,815-98.0% | $145+76.2% |