Filed July 23, 2018
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,918 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,169 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,622 | $82,979+24.9% | $102,412+1.2% | $77,736+33.3% |
| Participation rate | 97.7% | 71.5%+26.2pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 13.71% | 19.11%-5.4pp | 24.94%-11.2pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,320 | $3,554-6.6% | $3,870-14.2% | $2,728+21.7% |
| Participant deferral / active EE | $9,864 | $4,109+140.1% | $5,060+94.9% | $4,651+112.1% |
| Admin fee / account holder | $110 | $639-82.8% | $8,388-98.7% | $433-74.7% |