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 | $443,649 |
GJC CPA'S & ADVISORS3 years Filed as: GJC CPA'S & ADVIOSRS Service code 10 · EIN 38-2029668 | Accounting | $19,400 |
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 04-2927339 | Consulting | $16,739 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $6,200 |
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 | $114,181 | $73,283+55.8% | $155,556-26.6% | $106,553+7.2% |
| Participation rate | 65.6% | 73.3%-7.6pp | 78.2%-12.6pp | 69.8%-4.2pp |
| Annual return | 14.71% | 15.76%-1.0pp | 64.84%-50.1pp | 17.37%-2.7pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,283 | $4,567+37.6% | $5,631+11.6% | $5,562+13.0% |
| Admin fee / account holder | $40 | $56-28.7% | $15,885-99.7% | $80-50.0% |