Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $93,061 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,849 | $78,044-37.4% | $159,960-69.5% | $78,044-37.4% |
| Participation rate | 95.7% | 74.4%+21.3pp | 78.0%+17.8pp | 74.4%+21.3pp |
| Annual return | -15.48% | 10.87%-26.4pp | 408.60%-424.1pp | 10.87%-26.4pp |
| Employer contribution / active EE | $2,849 | $3,125-8.8% | $4,226-32.6% | $3,125-8.8% |
| Participant deferral / active EE | $4,808 | $5,084-5.4% | $6,182-22.2% | $5,084-5.4% |
| Admin fee / account holder | $14 | $79-82.7% | $8,698-99.8% | $79-82.7% |