Filed October 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMER. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,440 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 10 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Accounting | $13,096 |
PASI, LLC5 years Service code 13 · EIN 26-1407929 | Contract Administrator | $12,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,404 | $81,948-44.6% | $90,756-50.0% | $64,814-29.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -12.99% | -12.53%-0.5pp | -12.16%-0.8pp | 32.84%-45.8pp |
| Employer contribution / active EE | $2,802 | $3,067-8.7% | $2,922-4.1% | $2,507+11.8% |
| Participant deferral / active EE | $6,802 | $4,844+40.4% | $4,565+49.0% | $4,310+57.8% |
| Admin fee / account holder | $144 | $157-8.2% | $8,445-98.3% | $188-23.2% |