Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,509 |
JANNEY MONTGOMERY SCOTT LLC7 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $45,643 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,025 | $47,173+99.3% | $149,740-37.2% | $74,478+26.2% |
| Participation rate | 71.9% | 63.4%+8.5pp | 78.8%-6.9pp | 70.7%+1.2pp |
| Annual return | 12.93% | 22.75%-9.8pp | 134.51%-121.6pp | 34.37%-21.4pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,996 | $2,730+119.6% | $5,683+5.5% | $4,530+32.4% |
| Admin fee / account holder | $273 | $343-20.5% | $13,222-97.9% | $347-21.4% |