Filed January 13, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,143,080 |
NEPC, LLC11+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $189,597 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 1 LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $125,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $120,085 |
CHARLES SCHWAB & CO., INC.11+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $22,131 |
MHM RPS1 year Service code 10 700 WEST 47TH STREET, SUITE 1100 · KANSAS CITY, MO 64112 | Accounting | $11,460 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,194 | $166,271+31.2% | $78,004+179.7% | $166,271+31.2% |
| Participation rate | 99.1% | 79.1%+20.0pp | 69.4%+29.6pp | 79.1%+20.0pp |
| Annual return | 15.98% | 15.58%+0.4pp | 31.07%-15.1pp | 15.58%+0.4pp |
| Employer contribution / active EE | $6,237 | $4,136+50.8% | $2,469+152.6% | $4,136+50.8% |
| Participant deferral / active EE | $6,456 | $7,214-10.5% | $4,092+57.8% | $7,214-10.5% |
| Admin fee / account holder | $42 | $445-90.6% | $7,578-99.5% | $445-90.6% |