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 | $1,110,786 |
STATE STREET GLOBAL ADVISORS5 years Service code 27 1 LINCOLN ST · BOSTON, MA 02111 | Advisory (Plan) | $93,750 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $33,750 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $27,300 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $19,650 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage | $7,237 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS LLC Service code 10 · EIN 20-1876798 | Accounting | $5,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,173 | $119,999-29.9% | $70,589+19.2% | $96,393-12.7% |
| Participation rate | 77.4% | 66.2%+11.2pp | 68.4%+9.1pp | 71.3%+6.1pp |
| Annual return | 15.05% | 20.36%-5.3pp | 32.80%-17.8pp | 22.88%-7.8pp |
| Employer contribution / active EE | $1,056 | $4,602-77.0% | $2,977-64.5% | $3,239-67.4% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,569-100.0% | $5,455-100.0% |
| Admin fee / account holder | $19 | $95-80.2% | $6,430-99.7% | $74-74.7% |