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 | $9,089 |
SPECTRUM INVESTMENT ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $6,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,257 | $104,098-82.5% | $140,514-87.0% | $94,015-80.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 5.33% | 15.14%-9.8pp | 14.36%-9.0pp | 17.84%-12.5pp |
| Employer contribution / active EE | $1,931 | $2,388-19.1% | $3,378-42.8% | $2,790-30.8% |
| Participant deferral / active EE | $1,416 | $4,033-64.9% | $4,919-71.2% | $4,249-66.7% |
| Admin fee / account holder | $64 | $10,439-99.4% | $13,697-99.5% | $8,951-99.3% |