Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,867 |
Service code 27 45 ROCKEFELLER PLAZA 5 FL · NEW YORK, NY 10111 | Advisory (Plan) | $33,410 |
Service code 13 PO BOX 2590 · FORT SMITH, AR 72902 | Contract Administrator | $12,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,202 |
Employer 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.
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 | $8,052 | $31,741-74.6% | $56,033-85.6% | $199,960-96.0% |
| Participation rate | 73.8% | 32.3%+41.5pp | 52.5%+21.3pp | 72.0%+1.8pp |
| Annual return | 12.56% | 14.72%-2.2pp | 1711.38%-1698.8pp | 34.28%-21.7pp |
| Employer contribution / active EE | $1 | $508-99.9% | $1,041-99.9% | $3,036-100.0% |
| Participant deferral / active EE | $1,390 | $1,184+17.4% | $1,954-28.9% | $5,087-72.7% |
| Admin fee / account holder | $94 | $426-78.0% | $2,827-96.7% | $269-65.2% |