Filed June 24, 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 | $182,638 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $49,751 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,539 | $130,052-30.4% | $86,698+4.4% | $77,906+16.2% |
| Participation rate | 97.4% | 85.9%+11.4pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | 19.17% | -12.73%+31.9pp | 35.95%-16.8pp | 12.16%+7.0pp |
| Employer contribution / active EE | $3,247 | $3,214+1.0% | $2,837+14.5% | $2,846+14.1% |
| Participant deferral / active EE | $7,421 | $5,741+29.3% | $4,656+59.4% | $4,805+54.4% |
| Admin fee / account holder | $115 | $132-12.9% | $7,493-98.5% | $133-13.4% |