Filed March 10, 2015 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $27,399 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,248 |
Filed as: DAVID G LEONARD & ASSOC. INC. Service code 13 · EIN 20-8305664 1237 N FEDERAL HWY · DELRAY BEACH, FL 33483 | Contract Administrator | $3,900 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $592 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 · EIN 41-0973005 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Filed as: DAVID G. LEONARD & ASSOCIATES Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,151 | $50,815-64.3% | $155,509-88.3% | $77,643-76.6% |
| Participation rate | 55.7% | 63.1%-7.4pp | 78.2%-22.5pp | 70.6%-14.9pp |
| Annual return | 9.59% | 34.80%-25.2pp | 64.67%-55.1pp | 31.24%-21.6pp |
| Employer contribution / active EE | $382 | $1,993-80.8% | $4,672-91.8% | $2,726-86.0% |
| Participant deferral / active EE | $1,278 | $2,822-54.7% | $5,626-77.3% | $4,647-72.5% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |