Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF INVESTMENT MANAGEMENT Service code 64 · EIN 13-3586142 | Recordkeeping Fees | $128,293 |
Filed as: EMPOWER ANNUITY INVESTMENT COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,016 |
FORVIS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $22,950 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 | Advisory (Participants) | $5,196 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,716 |
Filed as: LARSON FINANCIAL GROUP Service code 26 · EIN 20-4773945 | Advisory (Participants) | $2,385 |
AMERICAN FUNDS4 years Filed as: FORT PITT CAPITAL GROUP, LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $2,211 |
SIGNATURE ESTATE & INVESTMENT6+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $1,494 |
Filed as: FLEXIBLE PLAN INVESTMENTS,LTD Service code 26 · EIN 38-2340348 | Advisory (Participants) | $1,017 |
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.
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 | $129,606 | $68,330+89.7% | $149,740-13.4% | $96,393+34.5% |
| Participation rate | 12.7% | 74.6%-61.9pp | 78.8%-66.1pp | 71.3%-58.5pp |
| Annual return | 17.45% | 29.64%-12.2pp | 134.51%-117.1pp | 22.88%-5.4pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $2,007 | $4,422-54.6% | $5,683-64.7% | $5,455-63.2% |
| Admin fee / account holder | $72 | $52+38.9% | $13,222-99.5% | $74-2.2% |