Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 13 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Contract Administrator | $87,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,479 |
BOURGEOIS BENNETT LLC2 years Service code 10 111 VETERANS BLVD., SUITE 1700 · METAIRIE, LA 70005 | Accounting | $16,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,489 |
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 | $118,613 | $36,806+222.3% | $69,611+70.4% | $77,714+52.6% |
| Participation rate | 91.3% | 64.4%+27.0pp | 66.4%+24.9pp | 70.6%+20.7pp |
| Annual return | 15.62% | 38.81%-23.2pp | 101.14%-85.5pp | 31.26%-15.6pp |
| Employer contribution / active EE | $5,180 | $1,257+312.1% | $1,709+203.2% | $2,727+90.0% |
| Participant deferral / active EE | $8,234 | $2,738+200.7% | $2,891+184.8% | $4,649+77.1% |
| Admin fee / account holder | $243 | $507-52.1% | $4,696-94.8% | $433-44.0% |