Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,667 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $71,548 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $64,943 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,823 | $53,204-60.9% | $155,556-86.6% | $200,096-89.6% |
| Participation rate | 56.3% | 64.1%-7.8pp | 78.2%-21.9pp | 72.0%-15.7pp |
| Annual return | 10.07% | 41.02%-30.9pp | 64.84%-54.8pp | 34.26%-24.2pp |
| Employer contribution / active EE | $498 | $1,850-73.1% | $4,675-89.4% | $3,038-83.6% |
| Participant deferral / active EE | $1,126 | $3,163-64.4% | $5,631-80.0% | $5,090-77.9% |
| Admin fee / account holder | $120 | $186-35.6% | $15,885-99.2% | $269-55.6% |