Filed February 25, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $156,991 |
Filed as: PENSION AND RETIREMENT SERVICES INC Service code 13 15455 CONWAY RD STE 345 · CHESTERFIELD, MO 63017 | Contract Administrator | $46,472 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY STE 100 · FORT WAYNE, IN 46814 | Other Fees | $9,768 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,098 | $81,301-60.5% | $76,119-57.8% | $199,960-83.9% |
| Participation rate | 54.3% | 70.1%-15.8pp | 69.1%-14.8pp | 72.0%-17.7pp |
| Annual return | 11.82% | 16.31%-4.5pp | 361.25%-349.4pp | 34.28%-22.5pp |
| Employer contribution / active EE | $761 | $3,352-77.3% | $2,693-71.8% | $3,036-74.9% |
| Participant deferral / active EE | $1,401 | $4,721-70.3% | $4,259-67.1% | $5,087-72.5% |
| Admin fee / account holder | $55 | $145-62.0% | $6,421-99.1% | $269-79.5% |