Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $32,947 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,529 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,299 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,832 | $71,526-48.5% | $98,450-62.6% | $71,495-48.5% |
| Participation rate | 99.5% | 72.7%+26.8pp | 75.2%+24.3pp | 67.9%+31.6pp |
| Annual return | 13.05% | 32.42%-19.4pp | 21.16%-8.1pp | 28.85%-15.8pp |
| Employer contribution / active EE | $500 | $2,400-79.2% | $3,049-83.6% | $2,589-80.7% |
| Participant deferral / active EE | $3,674 | $4,110-10.6% | $4,739-22.5% | $4,291-14.4% |
| Admin fee / account holder | $290 | $1,675-82.7% | $8,961-96.8% | $1,588-81.7% |