Filed January 4, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,817 |
Filed as: GALLAGHER BENEFIT SERVICES .00 INC Service code 27 GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $30,981 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $12,946 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $5,164 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,429 | $69,708-27.7% | $67,560-25.4% | $74,478-32.3% |
| Participation rate | 55.4% | 71.4%-16.0pp | 72.9%-17.5pp | 67.2%-11.8pp |
| Annual return | 14.56% | -40.67%+55.2pp | 3533.50%-3518.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,774 | $2,715-34.7% | $2,737-35.2% | $2,626-32.5% |
| Participant deferral / active EE | $4,910 | $3,637+35.0% | $4,004+22.6% | $4,350+12.9% |
| Admin fee / account holder | $217 | $887-75.5% | $3,994-94.6% | $1,946-88.8% |