Filed June 28, 2016 (most recent of 5 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 | $91,950 |
Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719 | Advisory (Plan) | $60,171 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,832 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $119 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,854 | $82,917-36.3% | $103,333-48.9% | $77,643-31.9% |
| Participation rate | 98.8% | 71.6%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 15.80% | 19.13%-3.3pp | 24.88%-9.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,356 | $3,552-33.7% | $3,868-39.1% | $2,726-13.6% |
| Participant deferral / active EE | $5,953 | $4,108+44.9% | $5,057+17.7% | $4,647+28.1% |
| Admin fee / account holder | $229 | $638-64.2% | $8,355-97.3% | $430-46.9% |