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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,566 | $80,717-52.2% | $154,803-75.1% | $84,808-54.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.74% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,741 | $2,761-36.9% | $4,305-59.6% | $2,631-33.8% |
| Participant deferral / active EE | $3,482 | $3,303+5.4% | $5,540-37.1% | $4,212-17.3% |
| Admin fee / account holder | $255 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |