Filed June 21, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,120 |
SPECTRUM INVESTMENT ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $81,826 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Employer contribution per participant 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 | $56,078 | $72,303-22.4% | $86,691-35.3% | $64,814-13.5% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.6%+18.4pp | 71.5%+23.5pp |
| Annual return | -13.24% | 392.77%-406.0pp | 35.94%-49.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $812 | $2,393-66.1% | $2,837-71.4% | $2,507-67.6% |
| Participant deferral / active EE | $4,127 | $4,660-11.4% | $4,656-11.4% | $4,310-4.3% |
| Admin fee / account holder | $190 | $174+9.3% | $7,492-97.5% | $188+1.2% |