Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,586 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $32,369 |
Service code 10 PO BOX 196 · TUPELO, MS 388020196 | Accounting | $18,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,871 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $7,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,162 | $72,303-58.3% | $86,698-65.2% | $64,819-53.5% |
| Participation rate | 90.6% | 80.4%+10.2pp | 76.6%+14.0pp | 71.5%+19.1pp |
| Annual return | -11.72% | 392.77%-404.5pp | 35.95%-47.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $301 | $2,393-87.4% | $2,837-89.4% | $2,507-88.0% |
| Participant deferral / active EE | $2,522 | $4,660-45.9% | $4,656-45.8% | $4,311-41.5% |
| Admin fee / account holder | $152 | $174-12.6% | $7,493-98.0% | $188-19.0% |