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 | $10,589 |
Filed as: MERIDIAN MANAGEMENT COMPANY Service code 27 · EIN 26-4542513 11300 CANTRELL RD SUITE 200 · LITTLE ROCK, AR 72212 | Advisory (Plan) | $7,207 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,292 | $72,254-94.1% | $86,677-95.0% | $64,808-93.4% |
| Participation rate | 82.7% | 80.4%+2.3pp | 76.6%+6.1pp | 71.5%+11.2pp |
| Annual return | -10.50% | 392.42%-402.9pp | 35.91%-46.4pp | 32.82%-43.3pp |
| Employer contribution / active EE | $1,259 | $2,393-47.4% | $2,836-55.6% | $2,506-49.7% |
| Participant deferral / active EE | $309 | $4,658-93.4% | $4,656-93.4% | $4,310-92.8% |
| Admin fee / account holder | $61 | $174-64.8% | $7,493-99.2% | $188-67.4% |