Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNTY INS. CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $449,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,528 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 12 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Claims processing | $31,975 |
Service code 27 1400 AMERICAN BLVD. · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,000 |
PKF O'CONNOR DAVIES, LLP6 years Service code 10 · EIN 27-1728945 | Accounting | $18,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,693 | $68,110+21.4% | $155,556-46.8% | $99,313-16.7% |
| Participation rate | 94.9% | 67.8%+27.1pp | 78.2%+16.7pp | 71.7%+23.2pp |
| Annual return | 15.65% | 16.16%-0.5pp | 64.84%-49.2pp | 17.67%-2.0pp |
| Employer contribution / active EE | $6,941 | $2,291+203.0% | $4,675+48.5% | $3,264+112.6% |
| Participant deferral / active EE | $7,753 | $3,865+100.6% | $5,631+37.7% | $5,346+45.0% |
| Admin fee / account holder | $79 | $94-16.4% | $15,885-99.5% | $109-28.0% |