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 | $109,684 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,500 |
Service code 99 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $12,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,763 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,096 | $66,009+330.4% | $81,780+247.4% | $77,692+265.7% |
| Participation rate | 90.8% | 65.8%+25.0pp | 72.4%+18.4pp | 70.6%+20.2pp |
| Annual return | 11.73% | 26.66%-14.9pp | 776.27%-764.5pp | 31.25%-19.5pp |
| Employer contribution / active EE | $10,692 | $2,374+350.4% | $2,914+266.9% | $2,726+292.2% |
| Participant deferral / active EE | $9,791 | $3,510+179.0% | $4,321+126.6% | $4,648+110.6% |
| Admin fee / account holder | $453 | $527-14.1% | $7,384-93.9% | $431+5.2% |