Filed July 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,867 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $718 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,780 | $128,603-33.3% | $197,124-56.5% | $67,986+26.2% |
| Participation rate | 73.0% | 81.7%-8.7pp | 86.7%-13.7pp | 57.2%+15.8pp |
| Annual return | 13.31% | 23.77%-10.5pp | 44.34%-31.0pp | 31.67%-18.4pp |
| Employer contribution / active EE | $871 | $4,379-80.1% | $6,227-86.0% | $2,019-56.9% |
| Participant deferral / active EE | $5,061 | $6,840-26.0% | $9,135-44.6% | $3,358+50.7% |
| Admin fee / account holder | $2,070 | $3,035-31.8% | $16,298-87.3% | $3,203-35.4% |