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 | $406,675 |
GJC CPA'S & ADVISORS2 years Filed as: GJC CPA'S & ADVIOSRS Service code 10 · EIN 38-2029668 | Accounting | $18,650 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 04-2927339 | Consulting | $6,761 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $6,200 |
CLARK HILL PLC6 years Service code 29 · EIN 38-0425840 | Legal | $5,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $91,296 | $68,330+33.6% | $149,740-39.0% | $96,393-5.3% |
| Participation rate | 68.6% | 74.6%-6.0pp | 78.8%-10.2pp | 71.3%-2.7pp |
| Annual return | 18.93% | 29.64%-10.7pp | 134.51%-115.6pp | 22.88%-4.0pp |
| Employer contribution / active EE | $1 | $2,139-99.9% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $5,581 | $4,422+26.2% | $5,683-1.8% | $5,455+2.3% |
| Admin fee / account holder | $32 | $52-38.5% | $13,222-99.8% | $74-56.7% |