Filed August 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $166,317 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,018 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,228 |
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 | $42,410 | $44,626-5.0% | $86,188-50.8% | $80,160-47.1% |
| Participation rate | 83.4% | 63.5%+19.9pp | 69.0%+14.5pp | 72.9%+10.5pp |
| Annual return | 14.90% | 19.61%-4.7pp | 1168.45%-1153.5pp | 40.38%-25.5pp |
| Employer contribution / active EE | $785 | $1,099-28.6% | $2,380-67.0% | $2,978-73.6% |
| Participant deferral / active EE | $3,797 | $2,769+37.1% | $3,985-4.7% | $5,017-24.3% |
| Admin fee / account holder | $138 | $133+3.3% | $6,852-98.0% | $145-5.0% |