Filed January 3, 2020 (most recent of 4 filings on file)
Total covered: 127 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 | $264,392 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $77,864 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS LOCKERMAN & ASHMOR Service code 29 600 PEACHTREE STREET · ATLANTA, GA 30308 | Legal | $73,833 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $35,415 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,362 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,909 | $122,585+26.4% | $184,256-15.9% | $200,096-22.6% |
| Participation rate | 97.6% | 86.9%+10.6pp | 86.8%+10.7pp | 72.0%+25.6pp |
| Annual return | 13.28% | 144.12%-130.8pp | 28.85%-15.6pp | 34.26%-21.0pp |
| Employer contribution / active EE | $4,247 | $4,571-7.1% | $6,427-33.9% | $3,038+39.8% |
| Participant deferral / active EE | $8,695 | $7,972+9.1% | $9,133-4.8% | $5,090+70.8% |
| Admin fee / account holder | $308 | $120+156.7% | $13,899-97.8% | $269+14.5% |