Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $70,261 |
Filed as: EMPOWER CAPTIAL Service code 13 · EIN 84-1444062 | Contract Administrator | $23,160 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $15,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 11.56% | 9.09%+2.5pp | 8.46%+3.1pp | 22.81%-11.3pp |
| Employer contribution / active EE | $4,533 | $24,513-81.5% | $25,175-82.0% | $18,290-75.2% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |