Filed November 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,255 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,208 |
Service code 55 2121 AVE OF THE STARS STE 1600 · LOS ANGELES, CA 90067 | Other Commissions | $6,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,004 | $101,591-49.8% | $147,096-65.3% | $74,429-31.5% |
| Participation rate | 82.9% | 75.5%+7.3pp | 82.2%+0.7pp | 67.2%+15.7pp |
| Annual return | 15.53% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,576 | $3,813-6.2% | $4,936-27.6% | $2,625+36.2% |
| Participant deferral / active EE | $7,755 | $7,302+6.2% | $8,071-3.9% | $4,348+78.3% |
| Admin fee / account holder | $161 | $1,750-90.8% | $13,005-98.8% | $1,944-91.7% |