Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $438,178 |
NEWEDGE ADVISORS LLC1 year Filed as: NEW EDGE ADVISORS, LLC Service code 27 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Advisory (Plan) | $160,477 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 53 · EIN 58-2365498 | Insurance Commissions | $52,287 |
JACOBS, COOLIDGE & COMPANY, LLC10+ years Service code 27 · EIN 20-4766726 | Advisory (Plan) | $38,420 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $17,186 |
Filed as: EMPOWER ADVISORY GROUP, LLP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,589 | $53,204+8.2% | $155,556-63.0% | $200,096-71.2% |
| Participation rate | 97.1% | 64.1%+33.0pp | 78.2%+18.8pp | 72.0%+25.1pp |
| Annual return | 14.96% | 41.02%-26.1pp | 64.84%-49.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $3,206 | $1,850+73.3% | $4,675-31.4% | $3,038+5.5% |
| Participant deferral / active EE | $4,115 | $3,163+30.1% | $5,631-26.9% | $5,090-19.1% |
| Admin fee / account holder | $127 | $186-31.6% | $15,885-99.2% | $269-52.8% |