Filed October 18, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,454 | $47,180+62.0% | $149,723-48.9% | $74,473+2.7% |
| Participation rate | 59.4% | 63.4%-4.1pp | 78.8%-19.4pp | 70.7%-11.4pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.50%-118.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $2,102 | $1,907+10.2% | $4,821-56.4% | $2,638-20.3% |
| Participant deferral / active EE | $2,624 | $2,730-3.9% | $5,682-53.8% | $4,530-42.1% |
| Admin fee / account holder | $5 | $343-98.7% | $13,215-100.0% | $347-98.7% |