Filed September 16, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,378 |
FLORIDA RETIREMENT CONSULTANTS10+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $20,445 |
Filed as: GW HENSSLER AND ASSOC Service code 27 3755 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $16,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,320 | $46,688-58.6% | $189,758-89.8% | $69,733-72.3% |
| Participation rate | 79.8% | 61.7%+18.1pp | 79.8%0pp | 62.5%+17.4pp |
| Annual return | 11.14% | 14.35%-3.2pp | 52.62%-41.5pp | 15.22%-4.1pp |
| Employer contribution / active EE | $787 | $1,695-53.6% | $4,767-83.5% | $2,250-65.0% |
| Participant deferral / active EE | $2,502 | $2,143+16.7% | $5,856-57.3% | $3,054-18.1% |
| Admin fee / account holder | $300 | $1,700-82.3% | $20,388-98.5% | $3,102-90.3% |