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 · EIN 84-1532243 | Advisory (Participants) | $135,607 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $90,071 |
Filed as: EMPOWER ANNUITY INC. CO OF AMERICA Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $57,951 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $20,000 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $12,725 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,042 | $136,266+1.3% | $90,767+52.1% | $77,906+77.2% |
| Participation rate | 99.0% | 86.6%+12.4pp | 75.7%+23.3pp | 73.7%+25.3pp |
| Annual return | -16.39% | -11.32%-5.1pp | -12.16%-4.2pp | 12.16%-28.5pp |
| Employer contribution / active EE | $7,701 | $4,215+82.7% | $2,922+163.6% | $2,846+170.6% |
| Participant deferral / active EE | $8,744 | $6,353+37.6% | $4,565+91.5% | $4,805+82.0% |
| Admin fee / account holder | $173 | $399-56.5% | $8,445-97.9% | $133+30.7% |