Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,508,239 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $946,728 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $107,678 |
WILLIS TOWERS WATSON US LLC2 years Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Other Fees | $86,200 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $67,821 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $5,260 |
Service code 16 · EIN 34-1820650 | Consulting | $4,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,089 | $152,104-10.5% | $184,200-26.1% | $106,408+27.9% |
| Participation rate | 89.2% | 85.9%+3.3pp | 86.8%+2.4pp | 69.9%+19.3pp |
| Annual return | 15.67% | 20.70%-5.0pp | 28.80%-13.1pp | 17.37%-1.7pp |
| Employer contribution / active EE | $4,818 | $5,326-9.5% | $6,424-25.0% | $3,361+43.3% |
| Participant deferral / active EE | $7,476 | $8,559-12.6% | $9,132-18.1% | $5,567+34.3% |
| Admin fee / account holder | $74 | $103-27.6% | $13,907-99.5% | $79-6.2% |