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 | $122,149 |
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 | $17,487 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH PC Service code 10 260 COUNTRY CLUB RD STE 100 · EUGENE, OR 97401 | Accounting | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,398 | $108,549-55.4% | $156,263-69.0% | $85,563-43.4% |
| Participation rate | 98.9% | 77.1%+21.8pp | 78.9%+20.0pp | 66.0%+32.9pp |
| Annual return | 13.23% | 21.79%-8.6pp | 59.47%-46.2pp | 31.51%-18.3pp |
| Employer contribution / active EE | $729 | $2,690-72.9% | $4,333-83.2% | $2,654-72.5% |
| Participant deferral / active EE | $4,394 | $4,800-8.5% | $6,158-28.7% | $4,375+0.4% |
| Admin fee / account holder | $342 | $650-47.4% | $14,255-97.6% | $834-59.1% |