Filed August 31, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $83,084 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 16 · EIN 20-8874282 | Consulting | $22,500 |
HUGHES PITTMAN & GUPTON, LLP7 years Service code 10 · EIN 56-1415202 | Accounting | $17,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,160 | $95,388-13.9% | $125,401-34.5% | $77,906+5.5% |
| Participation rate | 92.5% | 78.6%+13.8pp | 82.4%+10.1pp | 73.7%+18.8pp |
| Annual return | -14.78% | 116.19%-131.0pp | 572.53%-587.3pp | 12.16%-26.9pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,490 | $7,711-2.9% | $7,448+0.6% | $4,805+55.9% |
| Admin fee / account holder | $69 | $119-42.0% | $10,008-99.3% | $133-48.0% |