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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,794 |
Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719 | Advisory (Plan) | $40,102 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,150 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,265 | $106,236-64.0% | $112,228-65.9% | $64,808-41.0% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.1%+22.6pp | 71.5%+26.2pp |
| Annual return | -19.54% | -6.02%-13.5pp | 27.45%-47.0pp | 32.82%-52.4pp |
| Employer contribution / active EE | $2,144 | $3,166-32.3% | $3,635-41.0% | $2,506-14.4% |
| Participant deferral / active EE | $5,374 | $3,785+42.0% | $4,728+13.7% | $4,310+24.7% |
| Admin fee / account holder | $181 | $452-60.0% | $6,410-97.2% | $188-3.7% |