Filed October 19, 2016
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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 | $86,775 |
Filed as: POINTOAK RETIREMENT ADVISORS LLC Service code 27 1751 PINNACLE DR STE 600 · MCLEAN, VA 22102 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,021 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,201 | $61,058+401.5% | $71,209+330.0% | $85,563+257.9% |
| Participation rate | 80.9% | 58.6%+22.3pp | 73.8%+7.2pp | 66.0%+14.9pp |
| Annual return | 13.08% | 100.41%-87.3pp | 282.51%-269.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $11,357 | $2,199+416.6% | $2,721+317.4% | $2,654+328.0% |
| Participant deferral / active EE | $10,053 | $3,173+216.8% | $4,175+140.8% | $4,375+129.8% |
| Admin fee / account holder | $350 | $855-59.1% | $5,349-93.5% | $834-58.1% |