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 | $50,919+76.4% | $155,556-42.3% | $77,762+15.5% |
| Participation rate | 80.5% | 63.1%+17.5pp | 78.2%+2.3pp | 70.6%+10.0pp |
| Annual return | 9.81% | 34.84%-25.0pp | 64.84%-55.0pp | 31.27%-21.5pp |
| Employer contribution / active EE | $6,285 | $1,991+215.6% | $4,675+34.4% | $2,728+130.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $140 | $437-67.9% | $15,885-99.1% | $433-67.6% |