Filed April 29, 2016 (most recent of 6 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 | $105,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,017 |
TD AMERITRADE, INC.7+ years Service code 33 | Securities brokerage; Shareholder ser... | $0 |
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 | $70,470 | $45,000+56.6% | $143,801-51.0% | $77,906-9.5% |
| Participation rate | 83.8% | 66.8%+17.0pp | 80.3%+3.5pp | 73.7%+10.1pp |
| Annual return | -15.23% | 29.03%-44.3pp | -0.04%-15.2pp | 12.16%-27.4pp |
| Employer contribution / active EE | $2,977 | $1,870+59.2% | $4,952-39.9% | $2,846+4.6% |
| Participant deferral / active EE | $5,125 | $3,157+62.4% | $5,639-9.1% | $4,805+6.7% |
| Admin fee / account holder | $61 | $98-38.4% | $14,680-99.6% | $133-54.3% |