Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $133,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $94,290 |
THREE BELL CAPITAL LLC7 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $30,000 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $3,700 |
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 | $69,677 | $2,703,213-97.4% | $165,100-57.8% | $200,096-65.2% |
| Participation rate | 80.5% | 78.4%+2.0pp | 78.6%+1.8pp | 72.0%+8.4pp |
| Annual return | 18.48% | 17.97%+0.5pp | 70.21%-51.7pp | 34.26%-15.8pp |
| Employer contribution / active EE | $2,597 | $2,973-12.6% | $4,348-40.3% | $3,038-14.5% |
| Participant deferral / active EE | $4,862 | $5,021-3.2% | $6,035-19.4% | $5,090-4.5% |
| Admin fee / account holder | $180 | $1,999-91.0% | $12,696-98.6% | $269-33.0% |