Filed April 13, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,172 |
SFI ADVISORS, LLC4 years Filed as: SFI ADVISORS LLC Service code 27 79 MIDLAND AVE · MONTCLAIR, NJ 07042 | Advisory (Plan) | $20,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,117 | $86,655-15.6% | $119,608-38.9% | $66,930+9.2% |
| Participation rate | 63.2% | 75.6%-12.4pp | 79.3%-16.1pp | 69.8%-6.6pp |
| Annual return | -13.14% | -8.00%-5.1pp | -14.98%+1.8pp | 1.57%-14.7pp |
| Employer contribution / active EE | $2,387 | $2,536-5.9% | $4,232-43.6% | $2,545-6.2% |
| Participant deferral / active EE | $4,528 | $4,358+3.9% | $5,601-19.2% | $4,238+6.8% |
| Admin fee / account holder | $495 | $755-34.4% | $10,326-95.2% | $593-16.5% |