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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,710 |
US BANK1 year Filed as: US BANKCORP INVESTMENTS INC Service code 55 7TH AND WASHINGTON 22ND FLOOR · ST LOUIS, MO 63101 | Other Commissions | $28,194 |
Filed as: PATTISON PENSION SPECIALISTS, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,325 |
Service code 13 · EIN 85-0437924 3150 CARLISLE BLVD. N.E., SUITE 211 · ALBUQUERQUE, NM 87110 | Contract Administrator | $6,750 |
US BANCORP INVESTMENTS INC8+ years Filed as: US BANCORP INVESTMENTS, INC. Service code 55 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,159 | $34,634-24.5% | $77,096-66.1% | $64,819-59.6% |
| Participation rate | 70.0% | 49.8%+20.2pp | 67.9%+2.1pp | 71.5%-1.4pp |
| Annual return | -13.72% | -5.31%-8.4pp | 42.35%-56.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $5,826 | $1,385+320.7% | $2,814+107.0% | $2,507+132.4% |
| Participant deferral / active EE | $1,978 | $2,553-22.5% | $4,429-55.3% | $4,311-54.1% |
| Admin fee / account holder | $161 | $178-9.7% | $5,428-97.0% | $188-14.2% |