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 | $149,124 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $67,814 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 | Other Commissions | $61,385 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,962 | $45,000-62.3% | $143,797-88.2% | $77,906-78.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 80.3%-13.7pp | 73.7%-7.0pp |
| Annual return | -13.49% | 29.03%-42.5pp | -0.04%-13.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $465 | $1,870-75.1% | $4,952-90.6% | $2,846-83.6% |
| Participant deferral / active EE | $1,174 | $3,157-62.8% | $5,638-79.2% | $4,805-75.6% |
| Admin fee / account holder | $112 | $98+13.5% | $14,679-99.2% | $133-15.7% |