Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $64,162 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E. ST LOUIS ST. STE. 400 · SPRINGFIELD, MO 65807 | Accounting | $32,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,691-100.0% | $76,119-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 5.33% | 624.52%-619.2pp | 361.25%-355.9pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |