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 | $2,687,218-97.4% | $164,975-57.8% | $199,921-65.1% |
| Participation rate | 80.5% | 78.3%+2.2pp | 78.6%+1.8pp | 72.0%+8.5pp |
| Annual return | 18.48% | 17.94%+0.5pp | 70.12%-51.6pp | 34.28%-15.8pp |
| Employer contribution / active EE | $2,597 | $2,958-12.2% | $4,343-40.2% | $3,035-14.4% |
| Participant deferral / active EE | $4,862 | $5,002-2.8% | $6,033-19.4% | $5,089-4.5% |
| Admin fee / account holder | $180 | $1,988-90.9% | $12,688-98.6% | $269-33.0% |