Filed April 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $29,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,069 |
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 | $41,260 | $66,501-38.0% | $81,482-49.4% | $77,692-46.9% |
| Participation rate | 91.5% | 68.7%+22.8pp | 69.5%+22.0pp | 70.6%+20.9pp |
| Annual return | 22.89% | 15.93%+7.0pp | 24.79%-1.9pp | 31.25%-8.4pp |
| Employer contribution / active EE | $1,832 | $2,158-15.1% | $2,463-25.6% | $2,726-32.8% |
| Participant deferral / active EE | $4,518 | $3,678+22.9% | $3,885+16.3% | $4,648-2.8% |
| Admin fee / account holder | $113 | $583-80.6% | $5,761-98.0% | $431-73.7% |