Filed June 12, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,941 |
EIDE BAILLY LLP10+ years Service code 99 PO BOX 1914 · BISMARCK, ND 585021914 | Other Fees | $11,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,465 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,920 | $106,247-54.9% | $147,096-67.4% | $77,714-38.3% |
| Participation rate | 79.4% | 78.4%+1.0pp | 82.2%-2.8pp | 70.6%+8.8pp |
| Annual return | 13.41% | 56.87%-43.5pp | 419.75%-406.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $2,267 | $4,069-44.3% | $4,936-54.1% | $2,727-16.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $122 | $338-64.1% | $13,005-99.1% | $433-72.0% |