Filed January 4, 2021
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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 | $234,961 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $90,000 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $27,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,652 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,922 | $117,148-36.0% | $67,560+10.9% | $99,313-24.6% |
| Participation rate | 71.4% | 72.7%-1.3pp | 72.9%-1.6pp | 71.7%-0.3pp |
| Annual return | 12.58% | 14.15%-1.6pp | 3533.50%-3520.9pp | 17.67%-5.1pp |
| Employer contribution / active EE | $1,044 | $4,623-77.4% | $2,737-61.9% | $3,264-68.0% |
| Participant deferral / active EE | $4,206 | $4,782-12.1% | $4,004+5.0% | $5,346-21.3% |
| Admin fee / account holder | $59 | $50+17.4% | $3,994-98.5% | $109-46.1% |