Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $31,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,239 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,680 | $81,908-63.8% | $90,749-67.3% | $64,808-54.2% |
| Participation rate | 97.6% | 80.5%+17.1pp | 75.7%+21.9pp | 71.5%+26.1pp |
| Annual return | -14.83% | -12.53%-2.3pp | -12.16%-2.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $469 | $3,065-84.7% | $2,921-83.9% | $2,506-81.3% |
| Participant deferral / active EE | $3,278 | $4,840-32.3% | $4,564-28.2% | $4,310-23.9% |
| Admin fee / account holder | $259 | $157+65.0% | $8,445-96.9% | $188+38.1% |