Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $240,410 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,724 |
Filed as: ENNIS PELLUM & ASSOCIATES PA Service code 10 5150 BELFORT RD BLDG 600 · JACKSONVILLE, FL 32256 | Accounting | $29,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,570 | $81,948+113.0% | $90,767+92.3% | $64,829+169.3% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -7.66% | -12.53%+4.9pp | -12.16%+4.5pp | 32.85%-40.5pp |
| Employer contribution / active EE | $11,265 | $3,067+267.3% | $2,922+285.5% | $2,507+349.3% |
| Participant deferral / active EE | $4,938 | $4,844+1.9% | $4,565+8.2% | $4,312+14.5% |
| Admin fee / account holder | $449 | $157+186.1% | $8,445-94.7% | $188+139.3% |