Filed November 11, 2019
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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 | $32,805 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,855 | $50,919+13.6% | $155,556-62.8% | $77,762-25.6% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.7pp | 70.6%+28.3pp |
| Annual return | 13.04% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,965 | $1,991-1.3% | $4,675-58.0% | $2,728-28.0% |
| Participant deferral / active EE | $4,866 | $2,824+72.3% | $5,631-13.6% | $4,651+4.6% |
| Admin fee / account holder | $137 | $437-68.7% | $15,885-99.1% | $433-68.5% |