Filed September 30, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $267,853 |
RETIREMENT, LLC1 year Filed as: THE RETIREMENT COMPANY, INC Service code 16 DBA THE RYDING COMPANY · LOS ANGELES, CA 90005 | Consulting | $65,000 |
CPS BENEFITS1 year Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 27 2860 MICHELLE DR STE 150 · IRVINE, CA 92606 | Advisory (Plan) | $43,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,551 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $15,333 |
CAPITAL SYNERGY PARTNERS3+ years Service code 55 4400 MACARTHUR BLVD STE 850 · NEWPORT BEACH, CA 92660 | Other Commissions | $12,277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,225 | $148,065-76.9% | $142,942-76.1% | $103,975-67.1% |
| Participation rate | 73.1% | 86.6%-13.5pp | 76.8%-3.7pp | 72.5%+0.6pp |
| Annual return | 18.07% | 15.86%+2.2pp | 113.70%-95.6pp | 19.41%-1.3pp |
| Employer contribution / active EE | $694 | $3,662-81.0% | $4,139-83.2% | $3,722-81.3% |
| Participant deferral / active EE | $3,373 | $6,546-48.5% | $7,128-52.7% | $5,343-36.9% |
| Admin fee / account holder | $95 | $592-83.9% | $12,475-99.2% | $332-71.4% |