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).
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 | $137,041 | $91,762+49.3% | $67,502+103.0% | $77,643+76.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 15.65% | 14.87%+0.8pp | 3512.12%-3496.5pp | 31.24%-15.6pp |
| Employer contribution / active EE | $7,102 | $3,181+123.3% | $2,731+160.1% | $2,726+160.6% |
| Participant deferral / active EE | $12,007 | $3,903+207.6% | $4,000+200.2% | $4,647+158.4% |
| Admin fee / account holder | $260 | $176+47.9% | $3,998-93.5% | $430-39.5% |