Filed April 27, 2017
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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 | $19,180 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $14,058 |
ASCENSUS LLC9+ years Filed as: ADMIN PARTNERS, LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,694 | $81,358-68.4% | $155,556-83.5% | $80,959-68.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.39% | 33.39%-14.0pp | 64.84%-45.4pp | 35.67%-16.3pp |
| Employer contribution / active EE | $1,338 | $3,106-56.9% | $4,675-71.4% | $2,757-51.5% |
| Participant deferral / active EE | $3,015 | $3,455-12.7% | $5,631-46.5% | $4,300-29.9% |
| Admin fee / account holder | $160 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |