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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $59,319 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $34,396 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Accounting | $9,848 |
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).
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 | $83,310 | $68,110+22.3% | $155,556-46.4% | $99,313-16.1% |
| Participation rate | 18.7% | 67.8%-49.1pp | 78.2%-59.6pp | 71.7%-53.1pp |
| Annual return | 14.47% | 16.16%-1.7pp | 64.84%-50.4pp | 17.67%-3.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $1,978 | $3,865-48.8% | $5,631-64.9% | $5,346-63.0% |
| Admin fee / account holder | $90 | $94-3.9% | $15,885-99.4% | $109-17.2% |