Filed November 27, 2020 (most recent of 2 filings on file)
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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 | $231,392 |
MARINER LLC7+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $81,780 |
CAPITAL MGMT SERVICES INC2 years Service code 70 · EIN 43-1410129 | Consulting Fees | $32,661 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING INC Service code 10 · EIN 43-1270780 | Accounting | $19,496 |
Service code 70 · EIN 76-0661984 | Consulting Fees | $12,460 |
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 70 · EIN 74-3257877 | Consulting Fees | $10,721 |
FLEXIBLE PLAN INVESTMENTS LTD7+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $9,045 |
ZEMENICK & WALKER INC6 years Service code 70 · EIN 43-1456681 | Consulting Fees | $8,980 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $8,303 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,700 | $95,388+90.5% | $125,401+44.9% | $77,906+133.2% |
| Participation rate | 95.2% | 78.6%+16.6pp | 82.4%+12.8pp | 73.7%+21.5pp |
| Annual return | -17.20% | 116.19%-133.4pp | 572.53%-589.7pp | 12.16%-29.4pp |
| Employer contribution / active EE | $9,912 | $3,666+170.4% | $4,816+105.8% | $2,846+248.2% |
| Participant deferral / active EE | $13,247 | $7,711+71.8% | $7,448+77.9% | $4,805+175.7% |
| Admin fee / account holder | $101 | $119-14.8% | $10,008-99.0% | $133-23.6% |