Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $85,144-21.7% | $130,070-48.8% | $80,187-16.9% |
| Participation rate | 71.3% | 79.5%-8.2pp | 78.5%-7.2pp | 72.9%-1.7pp |
| Annual return | 27.07% | 23.78%+3.3pp | -137.40%+164.5pp | 40.40%-13.3pp |
| Employer contribution / active EE | $2,232 | $3,059-27.0% | $4,322-48.4% | $2,980-25.1% |
| Participant deferral / active EE | $4,476 | $4,992-10.3% | $5,821-23.1% | $5,016-10.8% |
| Admin fee / account holder | $163 | $392-58.5% | $10,600-98.5% | $145+12.1% |