Filed April 16, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNU INS COMPANY OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,073 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $6,817 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 37 · EIN 95-1411037 | Loan Processing | $450 |
Service code 13 · EIN 23-1735188 | Contract Administrator | $257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,659 | $51,223-49.9% | $82,763-69.0% | $66,949-61.7% |
| Participation rate | 56.4% | 67.9%-11.5pp | 72.6%-16.2pp | 69.8%-13.4pp |
| Annual return | -15.03% | -9.85%-5.2pp | 702.45%-717.5pp | 1.57%-16.6pp |
| Employer contribution / active EE | $814 | $2,611-68.8% | $3,008-72.9% | $2,545-68.0% |
| Participant deferral / active EE | $1,357 | $3,460-60.8% | $4,395-69.1% | $4,239-68.0% |
| Admin fee / account holder | $168 | $415-59.6% | $5,325-96.8% | $594-71.7% |