Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $36,284 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 PO BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $16,500 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,672 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,968 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,810 | $50,820+76.7% | $155,567-42.3% | $77,671+15.6% |
| Participation rate | 80.5% | 63.1%+17.4pp | 78.2%+2.3pp | 70.6%+10.0pp |
| Annual return | 9.81% | 34.85%-25.0pp | 64.74%-54.9pp | 31.21%-21.4pp |
| Employer contribution / active EE | $6,285 | $1,993+215.4% | $4,674+34.5% | $2,726+130.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $140 | $436-67.8% | $15,916-99.1% | $430-67.4% |