Filed October 9, 2020 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $89,670+3.8% | $90,259+3.1% | $89,670+3.8% |
| Participation rate | 92.4% | 71.2%+21.3pp | 70.7%+21.7pp | 71.2%+21.3pp |
| Annual return | 12.74% | 19.66%-6.9pp | 18.88%-6.1pp | 19.66%-6.9pp |
| Employer contribution / active EE | $4,719 | $4,041+16.8% | $2,291+106.0% | $4,041+16.8% |
| Participant deferral / active EE | $4,753 | $3,962+19.9% | $3,827+24.2% | $3,962+19.9% |
| Admin fee / account holder | $171 | $352-51.3% | $7,267-97.6% | $352-51.3% |