Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $322,558 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 99 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Other Fees | $188,100 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Accounting | $12,198 |
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 | $104,593 | $68,110+53.6% | $155,556-32.8% | $99,313+5.3% |
| Participation rate | 69.3% | 67.8%+1.5pp | 78.2%-8.9pp | 71.7%-2.4pp |
| Annual return | 13.02% | 16.16%-3.1pp | 64.84%-51.8pp | 17.67%-4.6pp |
| Employer contribution / active EE | $2,041 | $2,291-10.9% | $4,675-56.4% | $3,264-37.5% |
| Participant deferral / active EE | $4,721 | $3,865+22.2% | $5,631-16.2% | $5,346-11.7% |
| Admin fee / account holder | $111 | $94+18.4% | $15,885-99.3% | $109+2.0% |