Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,041 |
Filed as: AMERIPRISE FINANCIAL SERVICVES LLC Service code 55 | Other Commissions | $16,607 |
ASCENSUS LLC9 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,852 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,566 | $76,407-49.5% | $150,298-74.3% | $82,448-53.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.74% | 39.99%-29.3pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,741 | $2,614-33.4% | $4,154-58.1% | $2,551-31.7% |
| Participant deferral / active EE | $3,482 | $3,214+8.3% | $5,453-36.1% | $4,139-15.9% |
| Admin fee / account holder | $255 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |