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) | $130,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $54,105 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $6,920 |
QDRO CONSULTANTS COMPANY, LLC7+ years Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,469 | $52,346+38.4% | $143,801-49.6% | $78,104-7.2% |
| Participation rate | 95.6% | 72.7%+22.9pp | 80.3%+15.3pp | 74.5%+21.1pp |
| Annual return | -16.51% | -14.19%-2.3pp | -0.04%-16.5pp | 10.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $5,619 | $3,800+47.9% | $5,639-0.3% | $5,089+10.4% |
| Admin fee / account holder | $24 | $63-62.7% | $14,680-99.8% | $79-70.1% |