Filed June 2, 2022 (most recent of 3 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 | $128,521 |
MERCER1 year Filed as: MERCER (US) INC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $65,000 |
RSM US LLP10+ years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $40,000 |
THE CONSERVATION FUND1 year Filed as: CONSERVATION INTERNTL FOUNDATION Service code 99 2011 CRYSTAL DR STE 600 · ARLINGTON, VA 22202 | Other Fees | $16,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,316 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,041 | $91,692+49.5% | $67,561+102.8% | $77,714+76.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 15.65% | 14.88%+0.8pp | 3525.44%-3509.8pp | 31.26%-15.6pp |
| Employer contribution / active EE | $7,102 | $3,188+122.8% | $2,735+159.7% | $2,727+160.5% |
| Participant deferral / active EE | $12,007 | $3,912+206.9% | $4,003+200.0% | $4,649+158.3% |
| Admin fee / account holder | $260 | $245+6.5% | $4,006-93.5% | $433-39.9% |