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 | $94,382 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $88,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,858 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 99 2110 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Other Fees | $7,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,708 | $50,812+29.3% | $155,602-57.8% | $77,692-15.4% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 14.03% | 34.85%-20.8pp | 64.81%-50.8pp | 31.25%-17.2pp |
| Employer contribution / active EE | $3,524 | $1,989+77.2% | $4,675-24.6% | $2,726+29.3% |
| Participant deferral / active EE | $5,896 | $2,822+108.9% | $5,629+4.7% | $4,648+26.8% |
| Admin fee / account holder | $249 | $436-43.0% | $15,923-98.4% | $431-42.3% |