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 | $109,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $58,151 |
THREE BELL CAPITAL LLC6 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 | $2,875 |
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 | $66,642 | $84,993-21.6% | $130,045-48.8% | $80,157-16.9% |
| Participation rate | 71.3% | 79.5%-8.2pp | 78.5%-7.2pp | 72.9%-1.7pp |
| Annual return | 27.07% | 23.76%+3.3pp | -137.30%+164.4pp | 40.39%-13.3pp |
| Employer contribution / active EE | $2,232 | $3,051-26.8% | $4,321-48.3% | $2,977-25.0% |
| Participant deferral / active EE | $4,476 | $4,984-10.2% | $5,820-23.1% | $5,015-10.7% |
| Admin fee / account holder | $163 | $391-58.4% | $10,600-98.5% | $145+12.1% |