Filed February 22, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $67,592 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYTON ST., 11 FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $27,429 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 15 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $18,195 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,344 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,921 | $89,465-71.0% | $165,100-84.3% | $77,762-66.7% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 46.17% | 28.86%+17.3pp | 70.21%-24.0pp | 31.27%+14.9pp |
| Employer contribution / active EE | $2,440 | $2,565-4.9% | $4,348-43.9% | $2,728-10.6% |
| Participant deferral / active EE | $4,209 | $4,904-14.2% | $6,035-30.3% | $4,651-9.5% |
| Admin fee / account holder | $181 | $340-46.6% | $12,696-98.6% | $433-58.1% |