Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,946 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST INVESTMENT SERVICES Service code 27 303 PEACHTREE ST.FL 5 · ATLANTA, GA 30308 | Advisory (Plan) | $20,957 |
TRINITY PENSION GROUP, LLC7+ years Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $14,453 |
Filed as: EMPOWER ADVISORY GROUP, LLL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,422 | $65,453-36.7% | $86,698-52.2% | $66,938-38.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -15.93% | -10.89%-5.0pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $779 | $2,154-63.8% | $2,837-72.5% | $2,545-69.4% |
| Participant deferral / active EE | $1,379 | $4,102-66.4% | $4,656-70.4% | $4,238-67.5% |
| Admin fee / account holder | $553 | $642-13.8% | $7,493-92.6% | $594-6.8% |