Filed June 12, 2017 (most recent of 2 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 | $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 | $106,264-54.9% | $147,117-67.4% | $77,762-38.4% |
| Participation rate | 79.4% | 78.4%+1.0pp | 82.2%-2.8pp | 70.6%+8.8pp |
| Annual return | 13.41% | 56.94%-43.5pp | 420.54%-407.1pp | 31.27%-17.9pp |
| Employer contribution / active EE | $2,267 | $4,074-44.4% | $4,932-54.0% | $2,728-16.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $122 | $334-63.7% | $12,993-99.1% | $433-71.9% |