Filed August 2, 2017
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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 | $157,790 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $58,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $440 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,929 | $48,698-1.6% | $93,606-48.8% | $199,593-76.0% |
| Participation rate | 82.8% | 63.5%+19.3pp | 68.7%+14.1pp | 72.0%+10.9pp |
| Annual return | 11.17% | 15.34%-4.2pp | 133.20%-122.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $772 | $1,135-32.0% | $2,420-68.1% | $3,034-74.6% |
| Participant deferral / active EE | $3,712 | $2,817+31.8% | $4,411-15.9% | $5,087-27.0% |
| Admin fee / account holder | $143 | $195-26.9% | $8,285-98.3% | $269-46.9% |