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 | $208,123 |
MARINER LLC8+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $67,304 |
CAPITAL MGMT SERVICES INC3 years Service code 70 · EIN 43-1410129 | Consulting Fees | $33,464 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING INC Service code 10 · EIN 43-1270780 | Accounting | $19,755 |
Service code 70 · EIN 76-0661984 | Consulting Fees | $11,517 |
ZEMENICK & WALKER INC7 years Service code 70 · EIN 43-1456681 | Consulting Fees | $8,985 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $8,546 |
FLEXIBLE PLAN INVESTMENTS LTD8+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $8,104 |
Filed as: ENVESTMENT ASSET MANAGEMENT, INC. Service code 70 · EIN 36-4319587 | Consulting Fees | $6,753 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS INC Service code 70 · EIN 74-3257877 | Consulting Fees | $5,477 |
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 | $225,485 | $107,415+109.9% | $135,998+65.8% | $80,187+181.2% |
| Participation rate | 95.6% | 78.0%+17.5pp | 81.9%+13.6pp | 72.9%+22.6pp |
| Annual return | -5.74% | 91.99%-97.7pp | 68.37%-74.1pp | 40.40%-46.1pp |
| Employer contribution / active EE | $8,657 | $3,878+123.2% | $4,860+78.1% | $2,980+190.5% |
| Participant deferral / active EE | $21,162 | $8,189+158.4% | $7,761+172.7% | $5,016+321.9% |
| Admin fee / account holder | $119 | $127-5.9% | $10,769-98.9% | $145-17.6% |