Filed December 14, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,654 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $52,363 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN PLUS Service code 10 · EIN 25-1644159 | Accounting | $11,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,494 | $129,159+42.8% | $184,243+0.1% | $77,714+137.4% |
| Participation rate | 98.9% | 87.4%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 32.37% | 33.22%-0.9pp | 28.82%+3.6pp | 31.26%+1.1pp |
| Employer contribution / active EE | $5,100 | $4,410+15.6% | $6,427-20.6% | $2,727+87.0% |
| Participant deferral / active EE | $7,908 | $7,305+8.3% | $9,132-13.4% | $4,649+70.1% |
| Admin fee / account holder | $363 | $256+42.1% | $13,914-97.4% | $433-16.1% |