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 | $18,710 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $12,819 |
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 | $21,917 | $77,908-71.9% | $149,696-85.4% | $75,173-70.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.79% | 31.73%-20.9pp | 134.46%-123.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $1,411 | $3,138-55.0% | $4,821-70.7% | $2,671-47.2% |
| Participant deferral / active EE | $2,576 | $3,411-24.5% | $5,682-54.7% | $4,126-37.6% |
| Admin fee / account holder | $154 | $5,950-97.4% | $13,212-98.8% | $5,651-97.3% |