Filed July 6, 2021 (most recent of 2 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 VILLAGE, CO 80111 | Recordkeeping Fees | $136,195 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $22,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,102 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,383 | $77,788-50.7% | $119,126-67.8% | $64,728-40.7% |
| Participation rate | 96.1% | 69.4%+26.7pp | 75.8%+20.3pp | 57.9%+38.2pp |
| Annual return | 12.74% | 13.19%-0.4pp | 282.11%-269.4pp | 49.38%-36.6pp |
| Employer contribution / active EE | $2,168 | $4,031-46.2% | $4,034-46.3% | $2,243-3.3% |
| Participant deferral / active EE | $4,335 | $2,599+66.8% | $5,318-18.5% | $2,729+58.8% |
| Admin fee / account holder | $222 | $1,365-83.7% | $10,693-97.9% | $1,145-80.6% |