Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334,577 |
Filed as: EMPOWER ANNUITY INVESTMENT COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $310,318 |
FORVIS MAZARS, LLP4 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,818 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,997 |
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 99 · EIN 47-5006020 | Other Fees | $7,818 |
LARSON FINANCIAL GROUP LLC7+ years Service code 99 · EIN 20-4773945 | Other Fees | $6,378 |
FISHER INVESTMENTS2 years Service code 99 · EIN 20-2480800 | Other Fees | $6,355 |
SIGNATURE ESTATE & INVESTMENT7+ years Service code 99 · EIN 95-4806910 | Other Fees | $4,658 |
CHARLES SCHWAB & CO., INC.7+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $3,836 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,491 | $73,283+83.5% | $155,509-13.5% | $106,382+26.4% |
| Participation rate | 98.2% | 73.3%+24.9pp | 78.2%+20.0pp | 69.9%+28.3pp |
| Annual return | 13.91% | 15.77%-1.9pp | 64.67%-50.8pp | 17.37%-3.5pp |
| Employer contribution / active EE | $5,390 | $2,247+139.8% | $4,672+15.4% | $3,364+60.3% |
| Participant deferral / active EE | $7,325 | $4,580+59.9% | $5,626+30.2% | $5,569+31.5% |
| Admin fee / account holder | $35 | $56-38.5% | $15,912-99.8% | $79-56.4% |