Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,828 |
ENNIS, PELLUM & ASSOCIATES8 years Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $45,376 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,089 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,318 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,145 | $84,784-0.8% | $98,462-14.5% | $74,478+13.0% |
| Participation rate | 96.7% | 81.5%+15.2pp | 75.2%+21.6pp | 70.7%+26.0pp |
| Annual return | 7.42% | 20.59%-13.2pp | 21.20%-13.8pp | 34.37%-26.9pp |
| Employer contribution / active EE | $2,518 | $3,364-25.1% | $3,049-17.4% | $2,637-4.5% |
| Participant deferral / active EE | $4,440 | $5,218-14.9% | $4,738-6.3% | $4,530-2.0% |
| Admin fee / account holder | $152 | $204-25.6% | $8,875-98.3% | $347-56.2% |