Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
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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 | $78,405 |
ARGI INVESTMENT SERVICES LLC4 years Service code 27 2110 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Advisory (Plan) | $76,582 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,068 | $46,292+6.0% | $143,757-65.9% | $64,808-24.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.74% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,256 | $1,910+70.5% | $4,951-34.2% | $2,506+29.9% |
| Participant deferral / active EE | $5,531 | $2,646+109.1% | $5,637-1.9% | $4,310+28.3% |
| Admin fee / account holder | $217 | $154+40.8% | $14,673-98.5% | $188+15.3% |