Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $197,177 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $105,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,405 | $103,282-6.7% | $81,370+18.5% | $99,313-2.9% |
| Participation rate | 53.2% | 73.2%-20.0pp | 69.5%-16.4pp | 71.7%-18.5pp |
| Annual return | 13.68% | 15.11%-1.4pp | 24.85%-11.2pp | 17.67%-4.0pp |
| Employer contribution / active EE | $2,773 | $3,061-9.4% | $2,464+12.5% | $3,264-15.1% |
| Participant deferral / active EE | $4,757 | $4,549+4.6% | $3,885+22.4% | $5,346-11.0% |
| Admin fee / account holder | $34 | $78-56.2% | $5,749-99.4% | $109-68.5% |