Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $31,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80110 | Investment Management | $29,235 |
Filed as: EMPOWER ANNUITY INVESTMENT COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,588 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $5,283 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,902 |
Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $2,207 |
AMERICAN FUNDS3 years Filed as: FORT PITT CAPITAL GROUP, LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $2,186 |
SIGNATURE ESTATE & INVESTMENT5+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $1,356 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 26 · EIN 38-2340348 | Advisory (Participants) | $1,108 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,797 | $83,057+31.0% | $143,801-24.3% | $89,433+21.7% |
| Participation rate | 14.3% | 74.0%-59.8pp | 80.3%-66.1pp | 71.3%-57.0pp |
| Annual return | -16.16% | -13.97%-2.2pp | -0.04%-16.1pp | -11.88%-4.3pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $1,851 | $4,281-56.8% | $5,639-67.2% | $5,125-63.9% |
| Admin fee / account holder | $27 | $83-68.0% | $14,680-99.8% | $79-66.6% |