Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $253,453 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $24,443 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $890 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $20 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,966 | $50,151-2.4% | $149,696-67.3% | $80,157-38.9% |
| Participation rate | 96.7% | 64.3%+32.4pp | 78.8%+17.9pp | 72.9%+23.8pp |
| Annual return | 18.61% | 29.80%-11.2pp | 134.46%-115.8pp | 40.39%-21.8pp |
| Employer contribution / active EE | $2,739 | $1,867+46.7% | $4,821-43.2% | $2,977-8.0% |
| Participant deferral / active EE | $4,047 | $3,194+26.7% | $5,682-28.8% | $5,015-19.3% |
| Admin fee / account holder | $100 | $153-34.6% | $13,212-99.2% | $145-31.1% |