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 | $142,972+30.3% | $214,702-13.2% | $86,983+114.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 12.56% | 18.49%-5.9pp | 54.55%-42.0pp | 25.83%-13.3pp |
| Employer contribution / active EE | $3,346 | $4,635-27.8% | $6,461-48.2% | $2,584+29.5% |
| Participant deferral / active EE | $7,030 | $6,568+7.0% | $9,147-23.1% | $4,194+67.6% |
| Admin fee / account holder | $4,083 | $17,617-76.8% | $19,830-79.4% | $7,856-48.0% |