Filed October 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,188 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $28,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,308 |
CARR, RIGGS & INGRAM, LLC8 years Service code 10 7025 ALBERT PICK RD STE 300 · GREENSBORO, NC 27409 | Accounting | $7,350 |
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 | $72,212 | $113,293-36.3% | $67,502+7.0% | $199,593-63.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 72.9%+19.5pp | 72.0%+20.4pp |
| Annual return | 11.97% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,581 | $3,401-24.1% | $2,731-5.5% | $3,034-15.0% |
| Participant deferral / active EE | $3,224 | $4,159-22.5% | $4,000-19.4% | $5,087-36.6% |
| Admin fee / account holder | $115 | $103+12.2% | $3,998-97.1% | $269-57.2% |