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 | $81,557-52.9% | $123,973-69.0% | $65,191-41.1% |
| Participation rate | 96.1% | 77.8%+18.2pp | 76.7%+19.4pp | 63.0%+33.1pp |
| Annual return | 12.74% | 11.45%+1.3pp | 388.13%-375.4pp | 51.24%-38.5pp |
| Employer contribution / active EE | $2,168 | $4,637-53.3% | $4,126-47.5% | $2,400-9.7% |
| Participant deferral / active EE | $4,335 | $2,628+65.0% | $5,247-17.4% | $2,671+62.3% |
| Admin fee / account holder | $222 | $1,040-78.6% | $11,799-98.1% | $907-75.5% |