Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,508 |
Filed as: MERIDIAN MANAGEMENT COMPANY Service code 27 · EIN 26-4542513 11300 CANTRELL RD SUITE 200 · LITTLE ROCK, AR 72212 | Advisory (Plan) | $11,271 |
Service code 13 · EIN 71-0631123 124 WEST CAPITOL AVE, SUITE 1690 · LITTLE ROCK, AR 72201 | Contract Administrator | $2,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,812 | $89,123-92.4% | $102,460-93.4% | $77,762-91.2% |
| Participation rate | 89.2% | 80.9%+8.3pp | 76.5%+12.7pp | 70.6%+18.6pp |
| Annual return | 8.79% | 25.05%-16.3pp | 29.47%-20.7pp | 31.27%-22.5pp |
| Employer contribution / active EE | $1,396 | $2,700-48.3% | $3,025-53.9% | $2,728-48.8% |
| Participant deferral / active EE | $467 | $5,148-90.9% | $5,056-90.8% | $4,651-90.0% |
| Admin fee / account holder | $65 | $236-72.4% | $9,460-99.3% | $433-85.0% |