Filed April 4, 2018
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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 | $116,640 |
Filed as: OPPORTUNUS WEALTH MANAGEMENT LLC DB Service code 27 11010 HARBOR HILL DR STE B602 · GIG HARBOR, WA 98332 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,929 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $39,624 | $89,465-55.7% | $165,100-76.0% | $77,762-49.0% |
| Participation rate | 98.1% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.5pp |
| Annual return | 12.06% | 28.86%-16.8pp | 70.21%-58.1pp | 31.27%-19.2pp |
| Employer contribution / active EE | $617 | $2,565-76.0% | $4,348-85.8% | $2,728-77.4% |
| Participant deferral / active EE | $3,927 | $4,904-19.9% | $6,035-34.9% | $4,651-15.6% |
| Admin fee / account holder | $268 | $340-21.2% | $12,696-97.9% | $433-38.1% |