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 26 · EIN 84-1532243 | Advisory (Participants) | $2,228,539 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,012,336 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $38,325 |
QDRO CONSULTANTS COMPANY, LLC8+ years Service code 16 · EIN 34-1820650 | Consulting | $8,400 |
HAYNES AND BOONE, LLP2 years Filed as: HAYNES AND BOONE LLP Service code 99 P.O. BOX 841399 · DALLAS, TX 75284 | Other Fees | $2,752 |
TD AMERITRADE, INC.7 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $1,180 |
Filed as: CHARLES SCHWAB & CO., INC. (BROKERA Service code 26 · EIN 94-1737782 | Advisory (Participants) | $731 |
Service code 59 | Shareholder Servicing | $0 |
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 | $85,823 | $68,330+25.6% | $149,740-42.7% | $96,393-11.0% |
| Participation rate | 79.1% | 74.6%+4.5pp | 78.8%+0.3pp | 71.3%+7.8pp |
| Annual return | 17.03% | 29.64%-12.6pp | 134.51%-117.5pp | 22.88%-5.8pp |
| Employer contribution / active EE | $3,139 | $2,139+46.7% | $4,821-34.9% | $3,239-3.1% |
| Participant deferral / active EE | $4,496 | $4,422+1.7% | $5,683-20.9% | $5,455-17.6% |
| Admin fee / account holder | $63 | $52+21.4% | $13,222-99.5% | $74-14.5% |