Filed May 10, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,608 |
Filed as: ROLAND CRISS & WILLIAMS INC DBA ROL Service code 99 2011 E LAMAR BLVD STE 200 · ARLINGTON, TX 76006 | Other Fees | $42,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,324 |
GROVE POINT INVESTMENTS LLC4 years Filed as: GROVE POINT ADVISORS LLC Service code 27 2440 RESEARCH BLVD 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $27,741 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $23,093 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,436 | $131,799-23.0% | $200,582-49.4% | $85,563+18.6% |
| Participation rate | 89.0% | 87.9%+1.1pp | 86.9%+2.2pp | 66.0%+23.1pp |
| Annual return | 17.38% | 21.59%-4.2pp | 42.33%-25.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $5,774 | $4,532+27.4% | $6,419-10.1% | $2,654+117.6% |
| Participant deferral / active EE | $4,814 | $7,702-37.5% | $9,331-48.4% | $4,375+10.0% |
| Admin fee / account holder | $252 | $235+7.0% | $16,305-98.5% | $834-69.8% |