Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,664 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $40,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $13,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,283 | $55,347+5.3% | $120,580-51.7% | $200,096-70.9% |
| Participation rate | 40.0% | 52.9%-12.8pp | 72.0%-31.9pp | 72.0%-32.0pp |
| Annual return | 11.39% | 15.37%-4.0pp | 107.48%-96.1pp | 34.26%-22.9pp |
| Employer contribution / active EE | $660 | $1,296-49.1% | $3,469-81.0% | $3,038-78.3% |
| Participant deferral / active EE | $1,146 | $2,350-51.3% | $4,995-77.1% | $5,090-77.5% |
| Admin fee / account holder | $74 | $134-44.7% | $9,418-99.2% | $269-72.4% |