Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $712,275 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $100,000 |
Filed as: LAVINE LOFGREN MORRIS & ENGELBERG L Service code 10 4180 LA JOLLA VILLAGE DR STE 300 · LA JOLLA, CA 92037 | Accounting | $39,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,241 | $42,127-28.2% | $85,240-64.5% | $106,553-71.6% |
| Participation rate | 37.8% | 36.6%+1.2pp | 67.5%-29.7pp | 69.8%-32.0pp |
| Annual return | 15.06% | 36.21%-21.1pp | 66.75%-51.7pp | 17.37%-2.3pp |
| Employer contribution / active EE | $329 | $825-60.1% | $2,735-88.0% | $3,359-90.2% |
| Participant deferral / active EE | $2,103 | $2,066+1.8% | $4,527-53.6% | $5,562-62.2% |
| Admin fee / account holder | $63 | $114-44.4% | $6,165-99.0% | $80-20.8% |