Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $349,285 |
GJC CPA'S & ADVISORS1 year Filed as: GJC CPA'S & ADVIOSRS Service code 10 · EIN 38-2029668 | Accounting | $18,100 |
NEPC, LLC1 year Filed as: NEPC Service code 16 BOX 4110 · WOBURN, MA 018884110 | Consulting | $13,266 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $6,200 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $1,275 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,066 | $83,057-19.3% | $143,801-53.4% | $89,433-25.0% |
| Participation rate | 73.1% | 74.0%-0.9pp | 80.3%-7.2pp | 71.3%+1.8pp |
| Annual return | -17.50% | -13.97%-3.5pp | -0.04%-17.5pp | -11.88%-5.6pp |
| Employer contribution / active EE | $3 | $2,095-99.9% | $4,952-99.9% | $3,021-99.9% |
| Participant deferral / active EE | $5,212 | $4,281+21.8% | $5,639-7.6% | $5,125+1.7% |
| Admin fee / account holder | $25 | $83-70.1% | $14,680-99.8% | $79-68.7% |