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 | $15,310 |
Filed as: MERIDIAN MANAGEMENT COMPANY Service code 27 · EIN 26-4542513 11300 CANTRELL RD SUITE 200 · LITTLE ROCK, AR 72212 | Advisory (Plan) | $8,847 |
Service code 13 · EIN 71-0631123 124 WEST CAPITOL AVE, SUITE 1690 · LITTLE ROCK, AR 72201 | Contract Administrator | $2,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $834 |
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 | $5,557 | $99,078-94.4% | $96,544-94.2% | $74,419-92.5% |
| Participation rate | 84.4% | 80.7%+3.7pp | 76.0%+8.4pp | 70.7%+13.7pp |
| Annual return | 18.74% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,197 | $2,570-53.4% | $2,965-59.6% | $2,637-54.6% |
| Participant deferral / active EE | $477 | $4,933-90.3% | $4,851-90.2% | $4,528-89.5% |
| Admin fee / account holder | $55 | $225-75.6% | $8,252-99.3% | $348-84.2% |