Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 99 · EIN 22-2232264 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $73,388 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,746 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $34,610 |
BOURGEOIS BENNETT LLC1 year Service code 10 · EIN 72-0136870 111 VETERANS BLVD., SUITE 1700 · METAIRIE, LA 70005 | Accounting | $14,250 |
JONES WALKER LLP1 year Filed as: JONES WALKER Service code 10 · EIN 72-0445111 | Accounting | $10,987 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $9,085 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,272 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,947 | $31,038+186.6% | $65,255+36.3% | $74,419+19.5% |
| Participation rate | 92.7% | 66.9%+25.8pp | 65.0%+27.8pp | 70.7%+22.0pp |
| Annual return | 20.36% | 38.60%-18.2pp | 47.35%-27.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $4,546 | $1,188+282.7% | $1,691+168.8% | $2,637+72.4% |
| Participant deferral / active EE | $7,768 | $2,792+178.2% | $2,831+174.4% | $4,528+71.5% |
| Admin fee / account holder | $196 | $299-34.4% | $4,112-95.2% | $348-43.7% |