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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,391 | $60,323+54.8% | $81,812+14.2% | $74,495+25.4% |
| Participation rate | 96.1% | 62.9%+33.3pp | 72.3%+23.8pp | 67.2%+28.9pp |
| Annual return | 10.45% | 16.90%-6.5pp | 773.79%-763.3pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,082 | $2,620-20.6% | $2,912-28.5% | $2,623-20.6% |
| Participant deferral / active EE | $4,395 | $3,387+29.7% | $4,319+1.8% | $4,346+1.1% |
| Admin fee / account holder | $409 | $1,486-72.5% | $7,386-94.5% | $1,942-78.9% |