Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $21,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMP OF A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,234 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $10,813 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $2,351 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,949 | $49,471-9.1% | $79,583-43.5% | $66,949-32.9% |
| Participation rate | 74.3% | 61.4%+13.0pp | 69.5%+4.8pp | 69.8%+4.5pp |
| Annual return | -12.46% | 84.30%-96.8pp | 0.16%-12.6pp | 1.57%-14.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,186 | $3,160-30.8% | $3,986-45.1% | $4,239-48.4% |
| Admin fee / account holder | $90 | $595-84.9% | $6,835-98.7% | $594-84.8% |