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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,694 | $81,248-68.4% | $155,509-83.5% | $80,856-68.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.39% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,338 | $3,100-56.9% | $4,672-71.4% | $2,755-51.4% |
| Participant deferral / active EE | $3,015 | $3,452-12.6% | $5,626-46.4% | $4,296-29.8% |
| Admin fee / account holder | $160 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |