Filed December 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $49,790 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $93,391 | $60,504+54.4% | $81,882+14.1% | $74,478+25.4% |
| Participation rate | 96.1% | 62.9%+33.2pp | 72.4%+23.7pp | 67.2%+28.9pp |
| Annual return | 10.45% | 16.91%-6.5pp | 779.47%-769.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,082 | $2,627-20.7% | $2,916-28.6% | $2,626-20.7% |
| Participant deferral / active EE | $4,395 | $3,400+29.3% | $4,323+1.7% | $4,350+1.0% |
| Admin fee / account holder | $409 | $1,492-72.6% | $7,360-94.4% | $1,946-79.0% |