Filed October 9, 2020 (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 VILLAGE, CO 80111 | Recordkeeping Fees | $124,927 |
STIFEL NICOLAUS & CO INC5 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $79,724 |
Service code 99 4145 EMBASSY DR SE · GRAND RAPIDS, MI 49546 | Other Fees | $13,270 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,064 | $85,660+8.6% | $121,871-23.6% | $85,660+8.6% |
| Participation rate | 92.4% | 74.8%+17.6pp | 73.2%+19.2pp | 74.8%+17.6pp |
| Annual return | 12.74% | 19.52%-6.8pp | 13.57%-0.8pp | 19.52%-6.8pp |
| Employer contribution / active EE | $4,719 | $4,199+12.4% | $2,731+72.8% | $4,199+12.4% |
| Participant deferral / active EE | $4,753 | $3,518+35.1% | $4,318+10.1% | $3,518+35.1% |
| Admin fee / account holder | $171 | $224-23.4% | $11,551-98.5% | $224-23.4% |