Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $190,108 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $70,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $30 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,747 | $55,416+190.1% | $75,972+111.6% | $77,643+107.0% |
| Participation rate | 89.3% | 63.6%+25.7pp | 69.1%+20.2pp | 70.6%+18.7pp |
| Annual return | 12.71% | 17.07%-4.4pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,245 | $1,788+81.5% | $2,685+20.9% | $2,726+19.1% |
| Participant deferral / active EE | $9,886 | $3,447+186.8% | $4,255+132.3% | $4,647+112.7% |
| Admin fee / account holder | $308 | $414-25.5% | $6,467-95.2% | $430-28.4% |