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 | $105,129 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $16,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $355 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,281 | $83,884+57.7% | $64,056+106.5% | $74,419+77.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 18.18% | 16.57%+1.6pp | 33.69%-15.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $6,579 | $3,084+113.4% | $2,747+139.6% | $2,637+149.5% |
| Participant deferral / active EE | $11,306 | $3,692+206.3% | $3,880+191.4% | $4,528+149.7% |
| Admin fee / account holder | $140 | $196-28.4% | $3,068-95.4% | $348-59.6% |