Filed November 18, 2021 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,432 |
WIPFLI LLP3 years Service code 13 11 SCOTT STREET SUITE 400 · WAUSAU, WI 54403 | Contract Administrator | $550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $77 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,348 | $146,267+27.4% | $197,124-5.5% | $82,448+126.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.56% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,346 | $4,723-29.2% | $6,227-46.3% | $2,551+31.2% |
| Participant deferral / active EE | $7,030 | $7,035-0.1% | $9,135-23.0% | $4,139+69.8% |
| Admin fee / account holder | $4,083 | $14,422-71.7% | $16,298-74.9% | $7,234-43.6% |