Filed January 13, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $246,677 |
STATE STREET GLOBAL ADVISORS4 years Service code 27 1 LINCOLN ST · BOSTON, MA 02111 | Advisory (Plan) | $125,000 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $45,000 |
MAYER HOFFMAN MCCANN P.C.7 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $30,395 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $14,362 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage | $8,173 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS LLC Service code 10 · EIN 20-1876798 | Accounting | $6,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,426 | $96,461-10.4% | $68,815+25.6% | $89,433-3.4% |
| Participation rate | 75.0% | 64.2%+10.8pp | 69.0%+6.0pp | 71.3%+3.8pp |
| Annual return | -17.55% | -13.05%-4.5pp | -6.37%-11.2pp | -11.88%-5.7pp |
| Employer contribution / active EE | $1,378 | $3,671-62.5% | $2,656-48.1% | $3,021-54.4% |
| Participant deferral / active EE | $0 | $4,123-100.0% | $3,943-100.0% | $5,125-100.0% |
| Admin fee / account holder | $8 | $102-92.5% | $4,936-99.8% | $79-90.3% |