Filed August 3, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,639 | $55,472+0.3% | $155,567-64.2% | $74,546-25.4% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 13.13% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $539 | $2,269-76.2% | $4,674-88.5% | $2,624-79.5% |
| Participant deferral / active EE | $3,426 | $2,838+20.7% | $5,628-39.1% | $4,347-21.2% |
| Admin fee / account holder | $241 | $1,743-86.2% | $15,916-98.5% | $1,944-87.6% |