Filed December 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,800 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $35,813 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,956 | $40,278-18.2% | $80,648-59.1% | $80,169-58.9% |
| Participation rate | 17.8% | 47.5%-29.8pp | 67.0%-49.2pp | 72.9%-55.2pp |
| Annual return | 16.21% | 50.86%-34.6pp | 937.21%-921.0pp | 40.39%-24.2pp |
| Employer contribution / active EE | $315 | $1,332-76.4% | $2,724-88.5% | $2,978-89.4% |
| Participant deferral / active EE | $755 | $2,696-72.0% | $4,443-83.0% | $5,016-84.9% |
| Admin fee / account holder | $190 | $210-9.7% | $5,382-96.5% | $145+31.0% |