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 | $3,452,920 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $67,400 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 1 LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $31,250 |
Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $30,225 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $12,673 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $12,428 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,158 | $140,910+41.3% | $76,030+161.9% | $106,553+86.9% |
| Participation rate | 99.5% | 64.1%+35.4pp | 69.1%+30.4pp | 69.8%+29.7pp |
| Annual return | 81.84% | 16.51%+65.3pp | 361.54%-279.7pp | 17.37%+64.5pp |
| Employer contribution / active EE | $6,490 | $5,354+21.2% | $2,688+141.5% | $3,359+93.2% |
| Participant deferral / active EE | $6,668 | $5,004+33.3% | $4,257+56.6% | $5,562+19.9% |
| Admin fee / account holder | $42 | $117-64.1% | $6,421-99.3% | $80-47.1% |