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 | $145,431+28.1% | $211,142-11.7% | $87,485+113.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.56% | 27.21%-14.6pp | 46.84%-34.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $3,346 | $4,662-28.2% | $6,442-48.1% | $2,596+28.9% |
| Participant deferral / active EE | $7,030 | $6,859+2.5% | $9,284-24.3% | $4,274+64.5% |
| Admin fee / account holder | $4,083 | $17,052-76.1% | $19,076-78.6% | $7,775-47.5% |