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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,613 | $36,806+222.3% | $69,647+70.3% | $77,643+52.8% |
| Participation rate | 91.3% | 64.4%+27.0pp | 66.5%+24.9pp | 70.6%+20.8pp |
| Annual return | 15.62% | 38.81%-23.2pp | 100.48%-84.9pp | 31.24%-15.6pp |
| Employer contribution / active EE | $5,180 | $1,257+312.1% | $1,712+202.5% | $2,726+90.0% |
| Participant deferral / active EE | $8,234 | $2,738+200.7% | $2,886+185.3% | $4,647+77.2% |
| Admin fee / account holder | $243 | $507-52.1% | $4,713-94.9% | $430-43.6% |