Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,614,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,005,804 |
BAYLOR SCOTT & WHITE HEALTH2 years Service code 10 2001 BRYAN TOWER STE 2300 · DALLAS, TX 75201 | Accounting | $40,710 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $36,207 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE LLP Service code 99 P.O. BOX 841399 · DALLAS, TX 75284 | Other Fees | $15,186 |
QDRO CONSULTANTS COMPANY, LLC7+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $8,400 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $8,376 |
Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $7,000 |
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 | $75,483 | $83,057-9.1% | $143,801-47.5% | $89,433-15.6% |
| Participation rate | 78.4% | 74.0%+4.4pp | 80.3%-1.9pp | 71.3%+7.2pp |
| Annual return | -14.99% | -13.97%-1.0pp | -0.04%-15.0pp | -11.88%-3.1pp |
| Employer contribution / active EE | $3,147 | $2,095+50.2% | $4,952-36.4% | $3,021+4.2% |
| Participant deferral / active EE | $4,310 | $4,281+0.7% | $5,639-23.6% | $5,125-15.9% |
| Admin fee / account holder | $55 | $83-33.8% | $14,680-99.6% | $79-30.8% |