Filed February 23, 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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,561 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Service code 27 4340 REDWOOD HWY STE A-23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,478 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,316 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,957 | $45,022-86.8% | $85,240-93.0% | $200,096-97.0% |
| Participation rate | 82.2% | 45.8%+36.3pp | 67.5%+14.6pp | 72.0%+10.1pp |
| Annual return | 9.03% | 21.00%-12.0pp | 66.75%-57.7pp | 34.26%-25.2pp |
| Employer contribution / active EE | $157 | $1,374-88.6% | $2,735-94.3% | $3,038-94.8% |
| Participant deferral / active EE | $750 | $2,682-72.0% | $4,527-83.4% | $5,090-85.3% |
| Admin fee / account holder | $131 | $585-77.7% | $6,165-97.9% | $269-51.5% |