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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,849 | $78,104-37.5% | $160,039-69.5% | $78,104-37.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 78.0%+17.7pp | 74.5%+21.2pp |
| Annual return | -15.48% | 10.90%-26.4pp | 409.10%-424.6pp | 10.90%-26.4pp |
| Employer contribution / active EE | $2,849 | $3,128-8.9% | $4,226-32.6% | $3,128-8.9% |
| Participant deferral / active EE | $4,808 | $5,089-5.5% | $6,184-22.2% | $5,089-5.5% |
| Admin fee / account holder | $14 | $79-82.7% | $8,716-99.8% | $79-82.7% |