Filed February 13, 2017 (most recent of 2 filings on file)
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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 | $212,251 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $161,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,905 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,219 | $53,216-31.9% | $155,534-76.7% | $199,960-81.9% |
| Participation rate | 94.4% | 64.1%+30.3pp | 78.2%+16.2pp | 72.0%+22.4pp |
| Annual return | 15.67% | 41.18%-25.5pp | 64.92%-49.3pp | 34.28%-18.6pp |
| Employer contribution / active EE | $917 | $1,848-50.4% | $4,675-80.4% | $3,036-69.8% |
| Participant deferral / active EE | $4,392 | $3,164+38.8% | $5,630-22.0% | $5,087-13.7% |
| Admin fee / account holder | $184 | $186-0.7% | $15,900-98.8% | $269-31.5% |