Filed February 19, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $157,180 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $146,278 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $73,793 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $24,675 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $13,828 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,544 | $112,582+70.1% | $105,624+81.3% | $200,096-4.3% |
| Participation rate | 98.6% | 86.3%+12.4pp | 75.3%+23.4pp | 72.0%+26.6pp |
| Annual return | 14.19% | 15.58%-1.4pp | 116.20%-102.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $8,824 | $4,580+92.7% | $3,168+178.6% | $3,038+190.5% |
| Participant deferral / active EE | $10,166 | $6,655+52.8% | $5,013+102.8% | $5,090+99.7% |
| Admin fee / account holder | $260 | $107+143.3% | $10,961-97.6% | $269-3.4% |